It's a new year, and a great time to take a look at what you're paying just to keep your money working for you. If your management fees add up to more than 2% annually (or, if you're like more than 90% of investors and don't know how much you're paying your advisor), you might be overpaying for investment management services.
Actively managed portfolios tend to under-perform. Commissions eat into returns, and there’s a chance a broker may mismanage your portfolio by making trades just to increase his/her commissions, or by choosing inappropriate investments to land a bonus.
Schedule your consultation with a Brio Consulting fee-only financial planner who won’t make money off your investment decisions.
Actively managed portfolios tend to under-perform. Commissions eat into returns, and there’s a chance a broker may mismanage your portfolio by making trades just to increase his/her commissions, or by choosing inappropriate investments to land a bonus.
Schedule your consultation with a Brio Consulting fee-only financial planner who won’t make money off your investment decisions.
