The True Cost of Broker Fees

Typical brokers often recommend investments that give them high commissions, or they’ll choose high-load instruments for clients. They may also impose account opening fees, service and maintenance fees, and trading fees. Years of retirement could be lost without properly understanding these high fee investments. The front-end load on Mutual Fund A Shares is usually between 3-6%. That's why, if/when we do use mutual funds, they're no-load shares. Let us analyze your existing portfolio(s) to make sure you're money is working hard for you, just as you did to earn it in the first place.


% that could "disappear" to A Shares up front.

Not even counting 12b-1 fees and ongoing expense ratios.