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Barnabas Foundation charges no upfront or deferred sales charges. All your money goes to work immediately. Additionally, our expense reimbursement for managing your account, as shown below, is well below those of comparable alternatives.
First $2 million - 0.40%
Next $3 million - 0.25%
Over $5 million - 0.20%
Investment manager fees are deducted directly from the investment performance of each fund. In general, your total all in, all out fee, between the investment manager and Barnabas Foundation is 1% or less.
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The chart shown above compares a hypothetical return of 8% on $100,000 less an all-inclusive expense of 1.0%, 1.5% and 2.0%. After 25 years, the differences are quite large.
As a member-driven organization, we are committed to offering you the best service and best products at the lowest cost.
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