Financial Worry – Investment and Financial Advisor Fees

Do you know how much you’re paying your Investment Advisor, Financial Planner?

If you don’t currently have an Advisor or Planner, is figuring out those costs what’s holding you back?

Here are the top 10 key questions to ask to get the answers you need:

  1. What are the fees paid to you, my advisor? Please explain both in percentage and dollar value terms.
  2. Please list all services you provide to clients like me in exchange for fees charged.
  3. Deferred sales charge (DSC) Mutual funds – Do I own any of these and if so, why?
  4. What are the fees I’m paying on my investments? In addition to the fees I pay you my advisor what are the fees embedded in the investment product I own? How much are they and how do they compare to the average for products of the same type in the same category?
  5. Am I paying an annual administration fee?
  6. How much am I paying on my registered accounts ie retirement savings, retirement income fund, tax-free saving, or registered education savings plan?
  7. What am I paying to buy or sell stocks, ETF’s, bonds and mutual funds?
  8. What am I paying to withdraw money from my accounts?
  9. What fees would apply if I moved my account?
  10. Are there any other costs passed on to me that we haven’t discussed?

For expert help, contact Vanessa Benedict

 

 

 

 

 

 

Businesses we like:

www.aardvarklearningacademy.com
Barrie tutoring services for K-12 math, English, ESL, academic upgrading, special education and accelerated learning. One-to-one mentoring.

Credit Card Attorney
Lawsuit Defense Lawyer Tom M. Thomas II: Texas credit card attorney for defense in debt lawsuit. Been served a lawsuit by a credit card company attorney? Debt and credit card lawsuits can be defended.

Cold Laser Therapy
Spinal decompression, Dallas cold laser therapy programs developed by Irving, TX Chiropractor for back pain and neck pain management in Dallas-Fort Worth. Alternative to physical therapy.

Book a South Korea tour package
Korea tour packages including world heritage site tours, Seoul tour, DMZ Panmunjom tour and temple stay. Book a South Korea tour package.

What they have to say
Our blog writer teams always have a category expert with deep knowledge of your business sector. We combine that with an SEO expert for winning writer teams for your blog. Google might use robots
to crawl your website and it might get ranked higher, but if a customer prospect then clicks to your blog posting, it had better have real value or your bounce rate will skyrocket. Ion Leap crafts high-value content for long lasting brand building. Get your blog
ready for the changes coming to SEO this year. Finally, content and blog writing will be king.

Find Local Roofing Contractors
This is a directory for contractors in the USA. Find a local contractor.

Networking Results in Dallas
Providing Managed IT Services in the Fort Worth/Dallas, TX metro area.

Fort Lauderdale Locksmith Service
My Lock Genie is probably the most trustworthy and highly respected businesses in Fort Lauderdale. We are a company with a team of highly regarded staff who wants nothing more than to deliver fantastic service with professional locksmith experience, trustworthiness, and dependability.

Esteemed Ken Sproul
Professor and web business entrepreneur.

www.optimumhealthcare.org
Car Accident Dallas, helping people in Car Accidents in the greater Dallas TX area Specializing in Physical Medicine and Chiropractic Care in Dallas and treating back pain, lower back pain, joint pain, and spinal cord injuries

Lone Star Over Head Doors
Lonestar Overhead Doors provides high quality Dallas garage door repair & Dallas gate repair services including commercial overhead doors, broken spring repair, custom carriage house wood garage doors, and garage door opener and gate opener installation & repair. We provide service to Dallas, Allen, Coppell, Frisco, Highland Park, Lucas, McKinney, Murphy, Plano, Southlake, Wylie, and all of the greater Dallas Fort Worth areas.

esthétique botox à Toulouse
À Toulouse, la médecine esthétique moderne offre un large choix de solutions pour lutter contre les effets du vieillissement.

News about Canada
The latest news from across Canada and around the world.

Red French Bull Dogs – Breeder in GTA Toronto
Red French bulldogs, known as Red Frenchies, north of Toronto. Puppies for sale to good homes in Toronto, Brampton, Mississauga, and north including Caledon.

Electronics manufacturing services (EMS) China
Electronics manufacturing services (EMS) and original design manufacturing (ODM) company in China. Contract manufacturing key electronic components: consumer electronics, industrial, medical and instrumentation.