Are you Paying Too Much for Your Investment Portfolio?
The Chase Buchanan teams around the world are focusing on making sure every one of our clients is 2021 tax ready. Repeatedly, as we conduct investment portfolio reviews and fee comparisons, we uncover ‘hidden’ costs – that aren’t always understood. So: · How can you assess whether your investment fees are competitive? · Do you know how much you are ‘really’ paying per annum? · And why is a portfolio review essential for every investor? Let’s take a look. The Role of Portfolio Reviews in Being 2021 Tax Ready Perhaps you feel that an investment portfolio review sounds like an unnecessary use of your time? If your products are performing well, you’re making sound returns, and you are confident that savings and investments are being handled in the right risk exposure category – why would you benefit from a review? The overriding issue here is that reviews are vital to the continued health and growth of your portfolio. Risks chan