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016: The Case of the Secret 12b-1 Fee
Manage episode 325433114 series 3294668
コンテンツは Kelly Palmer, Kelly L. Palmer, and CFA によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Kelly Palmer, Kelly L. Palmer, and CFA またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
So we have talked about the more obvious fees incurred when using a wealth manager like asset-based advisory fees, financial planning fees, expense ratios, and soft dollars but what about this lesser-known fee called the 12b-1 fee? The 12b-1 fee was thrown into the financial spotlight recently after a financial adviser was assessed a fine of 30 million dollars. Are you paying this fee? Should you be paying this fee? Listen today to learn more.
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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
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