The burden of portfolio costs can be tremendous.
When portfolio costs come straight from the pockets of the investor, with the two main costs involving the expense ratio of the mutual funds or ETFs and the fees being charged by the advisors, the attention to keeping those costs as low as possible should be consistently emphasized. This white paper reviews where to start in managing the costs and how reducing costs can impact the portfolio.
Agenda
Faculty
Craig L. Israelsen, Ph.D.
7Twelve (TM) Portfolio
- Developer of the 7Twelve® portfolio
- Executive-in-Residence, Financial Planning Program, Utah Valley University
- Wrote monthly for Financial Planning Magazine for over 20 years
- Author of several books
- Previously on the faculty at University of Missouri (1991-2014) and Brigham Young University (2004-2013)
- Has published dozens of journal articles and hundreds of professional articles
- •Can be contacted at [email protected] or 801-489-4711
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