Cost Matters

It’s natural for investors to be focused on costs. Higher costs eat into your returns, leaving you with less money at the end of the day. On the flip side, if you can efficiently lower your costs, your net returns will rise.

That’s the simple story. Problem is, many people just focus on one particular cost—the fee paid to their advisor—without considering the other considerable costs that can take their toll on a portfolio.

The truth is, a management fee, while an important cost, is far from the only one you should be aware of. Here are some other costs that play a role in your investments over time, and how we try to minimize them for you:

To avoid this kind of cost, we consult with you and come up with a detailed Investment Policy Statement. By taking into account your risk tolerance and personal situation, we formulate a strategy to help you achieve your financial goals. Having settled on a, strategy, we then create a balanced and diversified portfolio with a long-term outlook. We constantly monitor the markets and your specific holdings to make sure you’re on the right track.

The Cost of Only Focusing on Fees

It’s easy to think only about the fee paid to your advisor, but as you can see, there are costs lurking in the background that can have a much bigger effect on your financial well-being. We work tirelessly to minimize them for you. That’s the benefit of Assante advice.