Delivering service

We are here to help you and to safeguard your investments. Let’s talk.

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How much do you charge in fees?

We do not charge account-level fees to join or leave the Chamber Pension Plan Plan. In addition we don’t charge monthly account maintenance fees, as do other pension plans. This is because we are a not-for-profit entity. The expenses paid by the Plan are related to the investment advisory and administration functions of the Plan. The performance of the Chamber Pension Plan Plan is reported after all fees. There are no hidden fees. Click here to see the most recent audited total expense ratio of the Plan.