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The finance industry can be confusing (and frankly intimidating sometimes) when trying to determine what fees you're paying and what value you're getting in exchange for those fees. In this episode, we specifically dig into fees associated with investments and articulate the different types of value you're purchasing through these fees. We also explore the varying levels of "reasonableness" on fee amounts and help explain why there can be so much variance in investment related fees.
Contact: [email protected]
Website: Abundance Wealth Management
Show music: Can We Go by The Violet Nines
DISCLAIMER
The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.
You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.
Hosted on Acast. See acast.com/privacy for more information.
By Allison Cline CFP®, ChFC® & Ben Cline CRPS®5
1717 ratings
The finance industry can be confusing (and frankly intimidating sometimes) when trying to determine what fees you're paying and what value you're getting in exchange for those fees. In this episode, we specifically dig into fees associated with investments and articulate the different types of value you're purchasing through these fees. We also explore the varying levels of "reasonableness" on fee amounts and help explain why there can be so much variance in investment related fees.
Contact: [email protected]
Website: Abundance Wealth Management
Show music: Can We Go by The Violet Nines
DISCLAIMER
The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.
You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.
Hosted on Acast. See acast.com/privacy for more information.

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