In our weekly Strategic wealth Live episode, Matt tackles the confusing topic of advisory fees and the 3 biggest mistakes investors can fail to ask when choosing a financial advisor or wealth manager. To learn more visit https://SWDgroup.com
See all of our weekly Strategic wealth Live videos at https://SWDgroup.com/swl
When working with a financial advisor or wealth management company it’s not uncommon that they won’t disclose to you all of the fees that are incurred on your financial investment accounts. From hard to locate fees wrapped in mutual funds, variable annuity costs soaring to as much as 5% a year or simply the value of what the financial advisor themselves is charging in advisory fees, Matt makes it simple to see the 3 biggest mistakes to avoid, especially if you are near or in retirement.
If you need help with a financial plan or for us at Strategic wealth Designers to run a portfolio analysis for you to determine what your true cost in fees you are paying each year we are happy to do that! Give us a call at 877-934-7687 or send an email to Info@SWDgroup.com and let us know how we can help!