Episode Details
Back to EpisodesRBS 061: Case Study: How Investment Advisor Fees Can Cost us $500,000 (or more)
Episode 61
Published 3 years, 5 months ago
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.
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