Fees and risk are far more connected than most investors realize. High fees are more than a slow bleed on performance over time. They lead to and force increased risk in portfolios.
The relationship between fees and risk taking is a critically important topic. high fees are not just a slow and steady drag on performance, we charge point three 5% in the first 10 million and point 1% thereafter. Here's why. high fees force you to seek higher returns. When your portfolio has more potential for return, there's more risk. increased risk taking leads to larger portfolio declines. Greater downside increases the odds of emotional mistakes being made. A simple repeatable low fee investment service is ideal for maximizing return relative to risk.
About WealthFactor: A Lake Oswego based investment adviser and wealth manager serving local high net worth and ultra-high net worth investors. Founded on the idea that high fees force unnecessary risks when providing investment advice. By leveraging the investment methodologies of the largest passive and rules-based asset managers, WealthFactor seeks to pass on the benefits that efficiency provides through financial technology on to its clients. WealthFactor offers custom investment advice services conveniently through separately managed accounts in each investor’s name. For more information visit www.wealth-factor.com.
About Bill Woodruff, WealthFactor’s founder has been investing in publicly traded financial markets for over 20 years. His career includes founding an alternative investment manager, launching and managing a mutual fund and serving as a managing director of a publicly traded investment manager. With over a decade of experience serving high net worth investors Bill skillsets uniquely blend an understanding of investor needs with an extensive financial markets and investing background.
Advisory services are offered for a fee by WealthFactor, LCC, a registered investment advisor. Registration does not imply a certain level of skill or training. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. All visuals are illustrative only. Past performance is not a guarantee of future return. Investing involves risk. Calculations within our tools are based on information provided by the user. We recommend consulting with a financial professional before acting on any information provided by these tools. *A minimum monthly fee may apply. This fee will not exceed 0.98% of assets. Read Full Disclosures