The silent portfolio killer…

Fees, especially hidden fees, are the silent killer of investment portfolios, slowly eroding real assets and diminishing the potential growth of an investor's wealth. These fees, often buried in the fine print, include management fees, performance fees, administrative fees, and transaction costs. Everyone has read how these fees can affect portfolios, but have you ever REALLY looked at the numbers?

Too often, consumers are given data and a story that allows them to incorrectly infer the truth. Now that you’ve seen the numbers, does “It’s only a 1% fee” seem as inconsequential as it did before? Or will you now ask, “1% of what, exactly?”.

Ex: 1% of an 8% return on $100k = $108k pre-fee, $1.08k fee = $106,925. Your 8% drops to 6.92% before taxes!

So your “1% fee” actually resulted in you giving up 13.5% of your gain - and again, you still have taxes due.

Stop wasting your time and money! Let us show you the way!