Investment Options
$
$
%
Fee Structure
%
$
%
%
$
Understanding Investment Fees
Expense Ratio: Annual fee charged by funds for management and operating expenses, expressed as a percentage of assets.
Account Maintenance Fee: Fixed annual fee charged by some brokerages for account administration.
Advisory Fee: Fee charged by financial advisors or robo-advisors, typically a percentage of assets under management.
Load Fee: Sales charge paid when buying (front-end) or selling (back-end) certain mutual funds.
Transaction Fee: Cost per trade, charged when buying or selling securities.
Impact of Fees: Even small differences in fees can significantly reduce your investment returns over time due to the compounding effect.
