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

from The Rob Berger Show · host Rob Berger

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...

What this episode covers

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...

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

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This episode is 17 minutes long.

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This episode was published on August 1, 2022.

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