Seminar ID: 109011

Keeping Portfolio Costs Low

Keeping Portfolio Costs Low

The burden of portfolio costs can be tremendous.

When portfolio costs come straight from the pockets of the investor, with the two main costs involving the expense ratio of the mutual funds or ETFs and the fees being charged by the advisors, the attention to keeping those costs as low as possible should be consistently emphasized. This white paper reviews where to start in managing the costs and how reducing costs can impact the portfolio.