Low-Cost Retirement Portfolios: Increasing Client RMDs While Preserving Your Fee
Nov 15, 2018
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By Craig L. Israelsen, PhD
With the cost of investment products being driven ever closer to zero, the advisory fee increasingly stands out as the primary cost component for the client. Keeping the total portfolio cost to 100 bps or less will be vital to the success of the client—and the planner—in the years ahead.