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Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management partners with pre-retirees in East Greenwich, RI, putting you and your future first to help you achieve a successful retirement.

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What You Should Know About Investment Fees

How people typically pay for investments has changed over the past decade, which sometimes causes confusion. Learn what kinds of investment fees you can expect to pay as well as the services and value you should be getting in exchange for those fees. 

Topics Discussed:

  • Traditional sales fees (commissions) and fund expenses
  • How fees differ for A, B, or C shares
  • Advisory fees: services that should be covered
  • Understanding the true cost of fees over time

 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.

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378 Main Street Suite 105
East Greenwich, RI 02818
401-398-2000
rauclair@balancedwealth.com

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