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YFP 412: Does a 1% Fee Really Cost You 25% of Returns?
Does a 1% AUM fee really cost you 25% of your returns? Tim Ulbrich and Tim Baker run the numbers and give you a framework to evaluate the real cost and the real value of financial planning.
Episode Summary
YFP Co-Founder & CEO, Tim Ulbrich, PharmD, and YFP Co-Founder & COO, Tim Baker, CFP®, RLP®, RICP®, tackle a common concern about working with a financial advisor: Does paying a 1% fee for assets under management (AUM) really eat away a quarter of your investment gains over time?
We run the actual numbers using compound interest calculators to see how much a 1% advisory fee could cost over…
The skinny
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