Are you paying too much in investment fees?
In April 2017, financial advisers, specifically those who give advice on retirement accounts, will have to be more transparent with the fees they are charging due to the new fiduciary rule.
This has prompted many advisers to contact their clients to discuss the new rules and how they will charge fees going forward.
Some people are surprised to learn just how much they will be paying under the new law.
As an investor, you can’t control the markets, but you can control how much you pay for investment advice. The lower your costs, the greater your share of investment returns.
What if having more money for retirement was simply a matter of paying less money in fees?
With all of these changes taking place, please get a second opinion and I invite you to request a free confidential fee analysis.
We can help you uncover all of the fees you are paying, help you to understand the impact those fees could have on your money over time, and share with you strategies for reducing your fee structure.
Click below to schedule your free fee analysis.