Archive by tag "investment fees"

Stop Thief!

January 18th, 2017

In fee-based investment accounts offered by major financial institutions, clients are told they’ll pay a fee based strictly on the size of the account and they are NOT supposed to pay any sales commissions or trailer fees. In reality, it turns out that some clients of major financial institutions were paying both fees and commissions [...]

Read more »

Clarity Coming on Investment Fees

May 21st, 2016

When I ask a client what they are being charged for their mutual fund investments, the answer is usually “I don’t know, but I don’t think that I am being charged anything at all. In fact, every once in a while my advisor takes me out for a very nice lunch.”.

Read more »