One of the more frequent and important discussions we have with our clients concerns the cost of investing. Even a seemingly innocent one percent in unnecessary fees can crush your investments over time. Because we know this, managing the cost of investing is a key piece of the service we offer our clients. We believe that clients can access high-quality investments and wealth managers without paying the high prices the industry charges.
To continue the cost discussion from Lance’s blog post “The Who, How, What, and Why of Portfolio Management”, here we dig in deeper to describe the specific costs of investing. We examine disclosed fees and hidden costs and what to look for when selecting investments.
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