• Steve Martin

117 Things We Do for Our Clients - Number 8 - Help Reduce Management and Transaction Costs

8. We help you reduce mutual fund and ETF managerial and transactions expenses, allowing you to keep more of your money working for you.

We help you reduce the total management and transaction costs that you have to pay, allowing you to keep more of your money working for you and your goals. We use mutual funds and ETF’s that don’t pay commissions and have low expense ratios. We can often negate your potential exposure and cut hidden costs by up to 90%—savings that go into your pocket. Our average annual expense ratio is around 0.45%, while the national average is 1.30%.



*To see the whole list of "117 Things" in progress, click here.

19 views0 comments

Recent Posts

See All

This article explains why I NEVER recommend indexed annuities to clients.  Please let me know if you have any questions. Steve =========================================== A tweet pitching equity-index

Larry Swedroe does a great job of talking about the importance of re-balancing.  Steve ============================================= Last year, U.S. real estate investment trusts (REITs) were the best