The average management fee for an actively managed fund (where the fund manager attempts to beat the returns of a designated index) is 0.67%. The average management fee for an index fund that tracks the returns of a designated index is around 0.11%.
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Advisor Perspectives Articles
The most thoughtful and comprehensive financial plans will be derailed by an extreme, but unfortunately common event: when both spouses simultaneously display dementia.
Instead of focusing on the looming threat of fee compression, give your clients service that exceeds their expectations. There’s value to having a trusted advisor.