The wealth management industry has a dark side: Fees. Many advisors only focus on your rate of return but what you don’t know is that hidden fees could be quietly eroding your return.
Even small fees can have a six-figure impact on your portfolio over time. In this short video, you’ll learn about the different types of fees and how to spot them.
TRB – Wealth Management – Investment Fees Matter from Texas Regional Bank on Vimeo.
Key takeaways from video:
- Understand the 3 types of investment fees
- Learn how to uncover and identify hidden fees
- See examples of how even a small fee can be detrimental to the long-term performance of your portfolio
We know it can be overwhelming to review your statement for hidden fees as some portfolio statements can be 15 to 20 pages long with hundreds of funds to review.
We’d like to help with a complimentary Portfolio Health Check. With our health check, we’ll analyze all of the pages of your statement and condense them into a one-page easy-to-read summary.
Investment and insurance products: NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE
TRB Wealth Management, LLC is a Registered Investment Advisor with the Securities and Exchange Commission
