FEES - Let's Clear Up the Confusion!

posted Nov 28, 2016, 12:12 PM by Janelle deRocquigny   [ updated Feb 23, 2017, 1:47 PM ]

It’s not surprising that the Lunch we held on this topic was very well received.

The reality of the situation is that there is a lot of confusion around investment fees.  Investors ask themselves:

  • What am I paying?
  • Who am I paying?
  • What do I get for what  I am paying?
  • Are my fees tax deductible?
  • How do the fees I pay compare to what I would be paying  at a bank, an investment firm, a financial planning firm, a brokerage firm?

All financial institutions charge fees - just because you don’t see them, doesn’t mean you aren’t paying them!

 

Topics we covered in this session:

  • Unpacking how fees are paid and where they go!
  • Options for fee adjustments and what that really means
  • The costs for Managed Money, ETF’s and stocks
  • The real comparison between institutions.  

If you have questions on your personal situation after viewing this video, please contact our office for a no-obligation complimentary meeting or call.  Simply contact Janelle at jderocquigny@assante.com or 204.977.8022.

We encourage you to extend to share this video with friends, family and co-workers.  

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