Are you fed up with winter yet? Maybe you’ve gone on vacation and are feeling re-energized to tackle these last few weeks of unexpected cold temperatures. For many, vacations are something to look forward to all year long – especially when they involve a respite from the cold. If you are already thinking about how to get away next year, look no further than your investment accounts. Often you can pay for a vacation with the money you can save by having a fee audit of your holdings. Think about it… by saving 1% per year on $200,000 – you’ve paid for your trip to get your overdose of vitamin D.
Contact me to inquire more about a fee audit for your portfolio.