Optimizing Costs

Who is in your pocket and how much are they raking off of your investment holdings?

Commissions and investment fees can put a dent in your financial goals. Unfortunately, product fees are notoriously difficult to understand and track. This is the role of an investment fiduciary like LeConte Wealth. We examine product and transaction fees to wring as much out of your financial holdings as we can.

If you are currently working with a non-fiduciary, broker or insurance salesperson, our fee analysis will be eye-opening. Retail mutual funds can cost 5 times more than low cost exchange traded funds. Insurance products like annuities and cash-value insurance are the highest cost products on the financial shelf. We optimize your coverage to divert any unnecessary premiums to lower cost investments.

 

 

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Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.