Do you know what your
stock & bond portfolio management
expenses really are?
What are the aggregate annual fees charged by your financial manager?
What are the direct and indirect charges?
Your financial manager may be taking up to 80% of your long-term gains…
While YOU are allocating 100% of the capital and taking 100% of the risk!
Global annual balanced account (50/50) return estimates from 2020 to 2029 are 4.1% before inflation, fees, and taxes.*
Investors who are not aware of total direct and indirect charges totaling 1.0 to 3.0% or more may be affected by unnecessary high expenses.
Do you know what your expenses really are?
* Contact us for sources and forecasts calculation methods.