Fees

Excessive fees can have a devastating impact on your assets. Unlike losses due to the market decline, which can be made up at some point in the future, the fees paid are lost forever. It is vital for you to know exactly what fees you are paying and how much they are costing you each year, and to minimize these costs in order to decrease the losses and to increase the gains. We can help you analyze your case and understand the true fees you are paying, including all the hidden fees, charges, and expenses. Most consumers think they pay less than the actual number, the average consumer pays 3% or higher without even knowing it. We will do everything we can to surgically extract unnecessary costs and deductions from your accounts. Less fees for them means more money for you, it’s that simple.

We will show you some strategies to avoid overpaying fees and costs by eliminating the middle man, by investing your assets with different companies and by simply crunching the numbers.

WE CAN HELP YOU REDUCE THE FEES YOU ARE PAYING

EXAMPLE :

Female age 60 with $500,000 in assets believed she was paying about 1% per year in fees, after analyzing her case, we discovered that besides 1%

Broker fee, she also was paying the following fees:0.6% Trading and custodian costs, 0.8% Fund fees and 1% to money manager hired by the Broker, totaling 3.4% annually. Instead of $5,000 in fees she was actually paying $17,000 in fees every single year without even knowing it. With a moderate 6% growth rate on her portfolio, she could end up paying $588,000 in fees over 30 years

If you have questions, concerns, or need help making an informed decision about your future retirement income, ensuring your assets are protected and you never run out of money, we will be happy to review your options with you. Schedule a free, no obligation meeting with one of our financial advisors.