Investment Fee Structures 1

I’m Miriam Neff and I’m Valerie Neff Hogan with Wise Women Managing Money.

M Scripture repeatedly states that we are accountable for what God has entrusted to us. That includes investments. Are you paying unnecessary fees in the investments you hold?

V Few people really understand the full fee structure they pay.  If you are paying 1% for management, but then also paying fund fees, wrap fees, and transaction fees, you will need to beat 5.5-6% every year just to make any headway.   Are those fees getting better returns and counsel?

M Best and first advice.  Examine what you own.  Like shepherds watching their flocks, be vigilant, be wise.