Clients and those that know us well expect clarity and transparency in all that we do, especially when it comes to fees. In fact, HIG goes overboard to fully communicate all fees and expenses because every last basis point matters.
In contrast, most of Wall Street uses every means possible…including regulations…to disclose as little as possible, especially when it comes to fees.
Jason Zweig of the Wall Street Journal makes a crystal clear statement in a recent article:
“The first question on most investors’ minds is usually: How much can I make on this? Instead, their first question should always be: How much will this cost me?”
We wholeheartedly concur.
Be on the lookout for and learn about the latest pending legislation that would hide fees from investors here.
If you’re interested in more clarity and transparency in your life, set up a time to talk here.
Disclosure:
Hill Investment Group Partners, LLC (HIG) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. The information in this publication is for educational and informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any specific securities, investments, or investment strategies. Nothing contained herein should be construed as individualized investment, tax, or financial advice. Always consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed.
Investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Future returns may differ significantly from past returns due to market and economic conditions, among other factors.
