How much are you paying in investment expenses?
When it comes to managing your wealth, there are many different types of expenses you can incur – and it’s important to consider the potential impact of each when selecting and managing your investments.
Maintaining your standard of living after retirement requires a comprehensive understanding of total investment cost – including transparency and tax deductibility. But where do you begin? Which expenses should you be looking out for, and which are likely to have the greatest effect on your portfolio?
In this paper, we outline the three primary classifications of wealth management expense – along with key characteristics of each individual cost, and how to gain control over unnecessary fees.
To download, complete the sign up form to subscribe for ‘Costs of Managing Wealth’ whitepaper, then check your inbox for a confirmation email and download link.
What you’ll learn:
- How to identify, understand, and considerwealth management costs.
- The different classifications of expense – which are transparent and which are tax-deductible.
- A case study that explores what these expenses could mean for your standard of living in retirement.
- How Cordant helps clients understand total investment costs and implement a holistic approach to wealth management
Get your copy now:
LP - Costs of Managing Wealth: An Overview of Fees in the IndustryDownload the Whitepaper
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