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Fee Analysis Optimization

Analyze portfolio fees (expense ratios, advisor fees, trading costs) and identify optimization opportunities.

Complexity: Moderate | Duration: 15-30m | Category: Finance/Investment

Tags: fees expense-ratio cost-optimization value-engineering

Workflow Diagram​

Steps​

Step 1: Fee Collection​

Agent: data

analyst - Extract all fees: expense ratios, 12b-1, advisor, trading

Step 2: Cost Calculation​

Agent: financial

analyst - Calculate total cost of ownership as percentage

Step 3: Historical Analysis​

Agent: financial

analyst - Analyze fees paid over 1, 3, 5 years

Step 4: Alternative Research​

Agent: research

agent - Find lower-cost alternatives for each holding

Step 5: Impact Projection​

Agent: financial

analyst - Calculate long-term impact of fee reduction

Step 6: Tax Consideration​

Agent: tax

specialist - Evaluate tax impact of fund swaps

Step 7: Recommendation​

Agent: financial

analyst - Prioritize fee reduction opportunities

Step 8: Report​

Agent: documentation

writer - Create fee analysis report with action items

Usage​

To execute this workflow:

/workflow finance/investment/fee-analysis-optimization.workflow

See other workflows in this category for related automation patterns.