Investment Management Services Costs and Fees
Look out for bargins.
Every day, you’re bombarded with ads
that scream a really low price on everything from airline tickets
to online-trades. However, often it seems, when you read the
fine print, you discover all sorts of extra charges that make
your bottom-line cost anything but a bargain.
As an investor, you may find yourself hit with
similarly unwelcome, costly surprises that can really add up.
You may be feeling like you’re being
nickel-and-dimed to death by…
- High fees affecting your balance: “My
funds are being eaten away by high fees and charges I don’t
fully understand.”
- Old technology or procedures: “Sometimes
my investment manager’s phone, voicemail and website
are so unresponsive, they actually cost me money in terms of
transaction delays.”
- Paying more for less: “While
my fees are going up, my investment manager isn’t as
knowledgeable or attentive as he/she should be.”
Make the most of your funds with Luthman Financial
Management.
We have No front-loaded fees, no back-loaded fees. Our investment management services fee is simply 1/4 of 1% per quarter (3 months) of the assets under management for that quarter. There are no special year-end fees either for working with your tax advisor on year-end tax selling. There are no hidden charges....period! Furthermore, the fee graduates down for accounts over $3 million.
At Luthman Financial Management (LFM), we’re
lean and efficient… employing the latest technology so
that you can get in touch with us quickly. We can interact with
a block trading desk for effecient order execution. Transaction
costs are spread evenly among all customers, assuring maximum
cost efficiency and fairness. And we have a straightforward fee
structure that eliminates hidden charges.
If you feel the cost of doing business with
your present investment manager is too high, it will pay to get in
touch with LFM!
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