Costs & clarity
Compare total costs, not one percentage.
A management fee does not always tell the full story. Ask about the cost of the entire service.
Understand every cost layer
Besides management, custody, transaction and embedded fund or product costs may apply. Taxes and currency conversions may also have an impact. Ask which costs the proposal includes, which are charged separately and what assumptions underpin the estimate.
Compare on the same basis
Compare using the same asset amount, period and comparable service. Consider contact, reporting and what management actually includes. Lower costs do not guarantee a better outcome, but costs reduce the result left for you.
General information. Not personal investment advice.
Investing involves risk. The value of your investment may fall.
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