Paying investment fees is normal. Not knowing what you’re paying isn’t.

Research shows that many investors underestimate — or completely overlook — the true cost of investing, with more than 20% believing they pay no fees at all.

In this episode of The Agent of Wealth Podcast, co-host John Williams, CFP®, breaks down the often-misunderstood world of investment fees. He explains the different ways fees show up, where to find them, and how to evaluate whether the value you’re receiving truly justifies the cost.

In this episode, you will learn:

• The three primary types of investment fees — expense ratios, advisory fees, and trading costs — and how each one works.
• Why expense ratios apply regardless of where your investments are held and how they can vary widely by fund type.
• How advisory fees differ based on the level of service, from investment management to comprehensive financial planning.
• Practical steps to identify what you’re actually paying, including how to review statements and ask the right questions.
• How to assess whether your fees align with the value you’re receiving, including expertise, time savings, peace of mind, and performance.
• Why understanding fees is essential to making confident, informed financial decisions.
• And more!

Tune in for a clear, honest conversation about investment fees.

Resources: 

Episode Transcript & Blog | Schedule an Introductory Call | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000

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