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Who is FeeNimble for?

FeeNimble is useful for anyone making periodic investments that involve fees. Individual investors get peace of mind knowing they are not paying too many fees, but also not under-investing. Financial planners can utilize FeeNimble as a means to go above and beyond fiduciary responsibility for their clients.

How does FeeNimble work?

FeeNimble works by finding all relevant fees, which are published – by law – in the SEC’s EDGAR database. It then calculates the impact of all possible transaction schedules to find which schedule results in the maximum profit, minimizing the impact of fees without under-investing.

Why does FeeNimble work?

FeeNimble works because most fees  are affected by timing. Consider a transaction fee. If, like most investors, you periodically invest your savings into a product, you’ll pay a transaction fee each time you do. If you invest too frequently, you’ll pay more than you need to in transaction fees; but, if you invest too infrequently, you’ll miss out on interest you could have accrued. Therefore the best answer will be the result of an optimal schedule, which FeeNimble finds.

I don’t invest accounts or products with high fees, so why would I use Fee Nimble?
The first and worst assumption investors make is that small fees have a small impact. Nothing could be further from the truth. Over time, small fees have an enormous impact due to three reasons
1. First, fees reduce your principle. This is the smallest effect of fees have.
2. Second, fees add up.  Any individual fee may be small but portfolios tend to be invested, from the product level, to the account level, to the managerial level, on up to and including taxes.
3. Third, the cumulative effect of fees has a drastic effect of the ability to accumulate interest over time.

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