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The cost of fees and under-performance over time can be significant. Given a $1 million portfolio, the pie charts below illustrate the erosion of earnings over the last 5 year period compared to the benchmark Via Four portfolio. Via Four fees are among the lowest in the industry, with no additional charges or commissions. Custodial transaction fees are approximately $40 per mutual fund purchase and sale. Total custodial transaction fees per year for accounts that require annual rebalancing (under $1 million) are approximately $350 and $1,400 for accounts that require quarterly rebalancing (greater than $1 million). Via Four never places client investments in “loaded” funds or stocks requiring sales fees or commissions.

VIA IV PERFORMANCE (6.21%)

$1 million invested in a
“Moderate” Via Four portfolio
(net of fees) 5 years ago is worth
$1,351,534 today.

1% UNDER-PERFORMANCE

$1 million invested in a
portfolio at 5.21% performance
(net of fees) 5 years ago is worth
$1,289,096 today.

2% UNDER-PERFORMANCE

$1 million invested in a
portfolio at 4.21% performance
(net of fees) 5 years ago is worth
$1,228,986 today.

3% UNDER-PERFORMANCE

$1 million invested in a
portfolio at 3.21% performance
(net of fees) 5 years ago is worth
$1,171,140 today.