Our Beliefs on Fees

Transparency and results are leading drivers of the compensation structure at Applied Capital. The only way our financial advisors receive compensation for providing financial advice and investment management is through a percentage fee based on the client’s average daily account balance. This investment management or advisory fee is billed quarterly in arrears, which means that it is deducted from each client’s account(s) at the end of each calendar quarter. Withdrawing the advisory fees directly from the account allows us to transparently show you a true rate of return inclusive of all fees. We believe that linking financial advisor compensation to the account balance simplifies the process and ensures that the financial advice and investment management provided are always in the best interest of the client.


$100,000 average daily account balance for the quarter

x 0.25% quarterly advisory fee

$250 withdrawn from account