Founder/CEO Mario Lattuga always knew that investment fees ate into savings. It wasn’t until he learned that his mom was paying Morgan Stanley 3% fees on her investments that he decided to dedicate his life to solving this problem. At 3%, this fee would have destroyed nearly half of her savings due to compound interest and opportunity cost.
Mario was able to save his mother $200,000 by negotiating her fees. After this feat, Mario knew he had to save others from the same fate and Compoundly was born.
How We Do It
Compoundly analyzes your investments to reveal the hidden fees your investment institutions don't want you to see. We aggregate those fees and show you exactly what your investments are really costing you. If your fees are too high (hint: they probably are) Compoundly will help you lower them by: (1) negotiating your fees down, or (2) connecting you to an advisor who can not only help lower your fees, but also optimize your investments.
Compoundly works with the nation’s largest investment firms including Morgan Stanley, Charles Shwaab, Bank of America, J.P. Morgan, Wells Fargo, UBS, Goldman Sachs, Fidelity, and many more.