Financial Services - Dallas, TX, US
Do you know what you or your organization pay your investment and financial services providers? Not all costs you bear are always fully transparent.Fees, charges, commissions, carried interests, and other costs and expenses: they add up. You may be being charged fees or rates that are above market. Might you benefit from an investment review -- a second perspective on the ongoing costs your investments bear, the efficacy and appropriateness of your financial services provider or providers, and your other circumstances?Only investment allocation -- what you actually invest in -- matters more than your investment costs in affecting your investment returns. Let's reduce your investment costs, because they matter. And they're largely controllable. Investment cost savings compounded over the long term can lead to significantly greater wealth.* * * * *Investment Costs Matter LLC pledges to donate ten percent of revenues to charities promoting financial literary. (A person's financial literacy includes having a handle on costs associated with the person's investments.)
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