What are your investments costing you?

If your management fees add up to more than 2% annually (or if you 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.