Are you paying reasonable investment management fees?
A prudent investor will know what they are paying in fees. But few investors can identify who is being paid what, and whether those costs are reasonable. In this market study by AdvisorHQ, they collected data from investment advisers across the country to identify industry-average fee levels for a range of portfolio sizes.
This study will help you:
- Check whether the current investment management fees are appropriate.
- Determine whether your manager's claims of charging fair fees is consistent with the facts.
- Negotiate fees with the investment manager.