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RBS 061: Case Study: How Investment Advisor Fees Can Cost us $500,000 (or more)

RBS 061: Case Study: How Investment Advisor Fees Can Cost us $500,000 (or more)

FromThe Rob Berger Show


RBS 061: Case Study: How Investment Advisor Fees Can Cost us $500,000 (or more)

FromThe Rob Berger Show

ratings:
Length:
17 minutes
Released:
Aug 1, 2022
Format:
Podcast episode

Description

Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-cap...Today we look at a portfolio constructed by an investment advisor. This is a person who has a fiduciary obligation to act in the best interest of their clients. The result? I high fee portfolio on top of the 1% advisor fee. As you'll see, this portfolio could easily cost an investor $500,000 or more in lost wealth.Join the newsletter: https://robberger.com/newsletter/?utm...
Released:
Aug 1, 2022
Format:
Podcast episode

Titles in the series (100)

Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.