How Fees and Expenses Affect Your Investment Portfolio

Posted on February 16, 2017 by investsense

Informative piece from the Securities and Exchange Commission discussing an issue I’ve discussed on other posts and white pages on this blog.

https://www.sec.gov/investor/alerts/ib_fees_expenses.pdf

 

 

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About investsense

I am an ERISA/securities attormey, CFP Emeritus, and Accredited Wealth Management Advisor. I am also a former securites compliance director, I provide forensic investment analyses to help 401(k)/403(b) plan sponsors and other investment fiduciaries avoid legal liability exposure and protect their financial well-being. I am the creator of the Active Management Value Ratio metric, which analyzes the cost-efficiency of investments for investment fiduciaries and attorneys.
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