Invest By Model -- Helping DIY Investors

SAVE MONEY!
Its less expensive to buy research and trade on-line. Let us show you how.

Why Use Invest By Model? Save Money...
The cost of managing your portfolio includes two components; commission expense and research expense. These two expenses are presented below as a percentage of your portfolio value. We deliver personalized research reports for a flat monthly fee giving you the opportunity for significant savings.

Compare these two scenarios: Bill and Bob use the same portfolio manager. Bill's portfolio is worth $200,000 and Bob's portfolio is worth $20,000. Using a mutual fund or wrap fee account Bill's expenses would be 10 times greater than Bob's even though they have the same portfolio. With Invest By Model, costs do not increase when a portfolio is bigger. Using our software, Bill and Bob would have the same research and commission expense.

This expense calculator illustrates the cost of managing a portfolio (1-8), then demonstrates the savings potential by comparing those costs with mutual funds and wrap-fee account expenses (9-12).

1. Enter Your Portfolio Value.

2. Enter your cost to trade.

3. Enter Annual Fees (If applicable).

4. Monthly Subscription fee.

5. Select Model Portfolio.

	Portfolio Positions
	Anuual Portfolio Turnover

7. Your annual research and commission expense is

8. The Expense Ratio for a portfolio is

9. Compared with a mutual fund expense ratio of

% or

10. Your annual savings versus a Mutual Fund is

11. Compared with a Wrap Fee expense ratio of

% or

12. Your annual savings versus a wrap fee account is