Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

AAP 4/30/2019

Should You Pay Advisory Fees on Investments?

When a prospect says someone else might handle an investment for x basis points cheaper, tell them they are not paying an advisory fee for the inve...

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AAP 4/9/2019

The Fee Fallacy: Why the Human Element Matters

The challenge with the lowest fee model is that it does not matter what fee you charge, someone is likely to come along and find a way of charging ...

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