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Audit Your Investing Fees

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A complete digital product, made by experts and yours to keep for good. Get instant access the moment you buy. Compatible with all devices.

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Instant digital delivery — access immediately after purchase. Works on phone, tablet, or desktop. Includes free lifetime updates.

TAXES & FEES • CHECKLIST

Audit Your Investing Fees

A 6-section checklist to map every account, read product-level costs, and translate every percentage into real dollars.
 
🔥 Convert every fee into dollars before calling it small

This checklist walks you through mapping every account and service, reading product-level costs, inspecting account and trading charges, measuring advisory and service fees, translating percentages into dollars, and using AI to organize, not invent.

Built for anyone who suspects they’re paying more in fees than they realize across their accounts.

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✓ Instant PDF download

✓ Action-focused, not theory

✓ Read on any device, lifetime access
 
SOUND FAMILIAR?

A fraction of a percent doesn’t mean the fee is actually small

Fees get scattered across accounts unmapped

Without listing every brokerage, retirement, and advisory account together, the full fee picture stays hidden.

Product costs get read from an old screenshot

Expense ratios and share classes change — the current prospectus is the only reliable source.

Advisory fees get treated as the total cost

Product expenses and trading friction often continue underneath an advisory fee, not instead of it.

Percentages never get converted to dollars

A quoted fraction of a percent is hard to judge until it’s translated into an actual annual dollar amount.
 
WHAT’S INSIDE

Inside the checklist

Map Every Account and Service

List each brokerage and advisory account you own, record the pricing model, and find the current fee schedule’s effective date.

Read the Product-Level Costs

Locate each fund’s expense ratio in the current prospectus, check for sales loads, and confirm which share class your account holds.

Inspect Account and Trading Charges

Review commissions, transfer fees, and inactivity charges, and compare the default cash sweep with available alternatives.

Measure Advisory and Service Fees

Find the stated advisory rate and billing base, check whether product expenses stack on top, and note promised versus delivered services.

Translate Percentages into Dollars

Multiply each fee by the assets exposed to it, add flat charges, and model the difference between two fee levels over your horizon.

Use AI to Organize, Not Invent

Upload only verified fee tables and statements, require source page numbers, and check every extracted number against the original.
 

See the real cost, in dollars, not fractions

Instant digital download — start your fee audit today.

🔓 Get Instant Access

 

This is educational content only, not financial advice. No specific income or results are guaranteed, and results are not typical.
 

At a glance

Format
6-section investing-fee-audit checklist (PDF) 		Access
Instant download after checkout
Compatibility
Phone, tablet, laptop — any device 		Ownership
Yours to keep, lifetime access
Refunds
Handled under the store’s Refund Policy (30 days) 		Price
$PRICE
 

HERE’S EVERYTHING YOU GET

Everything inside — yours for $PRICE

The full fee-audit checklist

All 6 sections — accounts, product costs, trading charges, advisory fees, dollar translation, and AI organizing

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Instant PDF download

Get access right after checkout

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Action-focused format

Tick off items as you go, no fluff

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Read on any device

Phone, tablet, or laptop — lifetime access

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BEFORE YOU BUY

Questions, answered
How do I get access after I buy?
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You’ll get instant access to the PDF right after checkout, so you can start your fee audit the same day.

What devices can I use this checklist on?
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It works on any device — phone, tablet, or laptop — and it’s yours to keep with lifetime access.

What’s your refund policy?
+

Refunds are handled under our store’s Refund Policy (30 days), which covers the details for digital access.

Does this checklist work across brokerage, retirement, and advisory accounts?
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Yes — it’s built specifically to map fees across every account type you hold.

Does this checklist tell me if a specific fee is too high?
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No — it’s a neutral audit process that helps you see and compare your own real costs.

Is this financial or tax advice?
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No — it’s an educational audit tool, not financial or tax advice, and it doesn’t guarantee any outcome.

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Digital Product Delivery

This is a digital product. Upon payment, you receive immediate access via your account and a confirmation email. No physical shipment involved.

30-Day Satisfaction Guarantee

If this product is materially different from its listing or you experience a technical issue, you are eligible for a full refund within 30 days of purchase.

Lifetime Updates

Your purchase includes access to all future updates at no additional charge. Updates are delivered automatically to your account.

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