Do You Know What Your Investment Costs Are?

If you pay a Fiduciary to manage your wealth, you may know what you are paying the Wealth Manager as the fee is transparent on your account statements. If you are working with a commission-based financial professional, you may not know what they’re paid as it is common that commissions are within investment products and often not transparent on your statements, but you may receive confirmations with the commission on it.

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No technology or risk model can guarantee against loss of principal. There can be no assurance that an investment strategy based on these tools will be successful.