Management fees…12B-1 fees…administrative fees…expense ratios…turnover cost…where does it end? Chances are, if you have your money invested anywhere on Wall Street, you are paying a cost or fee. In the “risk” world, you can’t escape fees. The “safe” stuff is a bit more transparent. In most cases, you have to dig deep within your prospectus or account statements to find what you are actually paying to hold your investments. Unfortunately for you, most advisors and brokers do not have to fully disclose the fees you are paying.
At Sage Wealth Strategies, we know that fees are a part of investing in "risk" money. By taking alternative investing paths and using lower cost vehicles, you can lower your fees to a certain extent. There are also "safe" investment options that offer little to no cost to you. When investing in "risk", you need to understand whether or not you are receiving value for the fee you are paying.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 541-342-SAGE (7243) today!
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Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
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