Investment & Portfolio Fee Review

Original price was: $400.00.Current price is: $150.00.

PERFORMANCE is DIRECTLY IMPACTED by FEES. Sometimes these fees are hard to see or calculate unless you know where to look and how to calculate. Investors may not know the TRUE COSTS associated with their Portfolios as a whole and the Investments contained within. This is a consult where Technology and Advice intersect. Many times Portfolios are loaded with high cost, high internal expense ratio holdings that likely have very similar less expensive options that should be considered. These fees are IN ADDITION TO ANY MANAGEMENT FEE YOU PAY!!



A detailed discovery report outlining the FULL scope of fees associated with your portfolio or investment holdings. Fully understand the holdings and how they impact your objectives.

Reviews (2)

2 reviews for Investment & Portfolio Fee Review

  1. Andy Ingram

    We couldn’t believe how much we were actually paying for “Management”. A truly ENLIGHTENING PROCESS!

  2. Andy Ingram

    Never understood how much HIDDEN Investment Expenses could impact my returns! A MUST DO if you value your money.

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