How much am I paying my existing advisor?

Management fees...12B-1 fees...administrative fees...expense ratios...turnover cost...where does it end? Chances are, if you have your money invested anywhere on Wall Street, you are paying a cost or fee. In the “risk” world, you can’t escape fees. The “safe” stuff is a bit more transparent. In most cases, you have to dig deep within your prospectus or account statements to find what you are actually paying to hold your investments. Unfortunately for you, most advisors and brokers do not have to fully disclose the fees you are paying.

At Long Tax & Financial Group, we know that fees are a part of investing in "risk" money. By taking alternative investing paths and using lower cost vehicles, you can lower your fees to a certain extent. When investing in "risk", you need to understand whether or not you are receiving value for the fee you are paying.

Commonly Asked Questions:

It is important to fully understand your current situation and work with a financial planning firm that will help make sure your assets are properly invested and managed.

How much risk should I be taking during retirement?

How much am I paying my existing advisor?

Will I run out of money?

How Do I leave a legacy?

Why Choose Long Tax and Financial Group?

How do I develop an income plan?

What should I do next?

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Investment advisory services offered through AE Wealth Management LLC, an SEC Registered Investment Adviser.

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