Financial Advisors and Hidden Fees
A presentation by Herges Capital
Udo Herges speaks on differences between FIDUCIARIES and BROKERS and on the TOTAL COST of investing. As part of the German American Business Association (GABA) meeting in La Jolla on August 21st, 2019.
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Often an initial step for investors is to trustfully forward their latest broker’s statement for us to comment on. Common are also requests to recommend funds out of a 401k program. In both cases fees and sufficient diversification guides our reply.