Using PORTFOLIO FACTORY is easy and economical:
 


  Your 401k plan sponsor client uses a 401k Enginuity-based plan like 401k-easy-online.com

  One-Time Set-Up Fee: $1000


  Minimum Quarterly Fee: $250 per quarter (or $100 per 401k plan per quarter, whichever is
     higher)


Additional Information Concerning Fees:

To keep pricing as low and as transparent as possible, Portfolio Factory does not charge asset-based fees, nor accept payments or rebates from asset custodians. Depending upon the asset custodian selected, there are specific custody and trading fees that will be charged directly to investors' accounts on a quarterly basis. Custodians will also handle the collection and payment to you of advisory fees, provide third-party statements, trade confirmations, and other valuable services.



 

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