Investment Costs
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Investment Costs, Part 2: Custodian/Brokerage Costs
Created: September 27, 2021
Categories: Advisor Role/Value, Article, Client Experience, Expenses, General Audience, Investment Costs, Prospect-Focused, Report
Description: Part 2 of a 2-part series covering investment costs. Part 1 focuses on fund management fees. Part 2 looks at custodian/brokerage (trading) costs, as well as how a fiduciary, fee-only advisor can help families identify and reduce excessive costs.
Investment Costs, Part 1: Fund Management Fees
Created: September 27, 2021
Categories: Advisor Role/Value, Article, Client Experience, Expenses, General Audience, Investment Costs, Prospect-Focused, Report
Description: Part 1 of a 2-part series covering investment costs. Part 1 focuses on fund management fees. Part 2 looks at custodian/brokerage (trading) costs, as well as how a fiduciary, fee-only advisor can help families identify and reduce excessive costs.