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Most Financial Advisors Won’t Show You This Analysis
Maria did everything right. She saved $500/month for 20 years. Her account doubled. She thought she was winning—until she realized she had paid $73,000 in fees while underperforming the market.
In this video, we expose the Investment Fee Trap. I break down how a seemingly “small” 1.9% fee can result in a $700,000 difference in your final nest egg. We look at the “hidden hands” in your pocket—from 12b-1 marketing fees to the “bid-ask spread” in your ETFs.
📉 THE DATA: According to the SPIVA scorecard, 92% of pro managers fail to beat a simple S&P 500 index fund over 15 years. Why are you paying premium prices for sub-par results?
WHAT YOU’LL LEARN:
How to find the “hidden” expense ratios in your portfolio.
The “Rule of 1%”: The actual dollar cost of your advisor over 40 years.
Active vs. Passive: The devastating math of underperformance.
4 Steps to protect your future from the “Slow Leak.”
DISCLAIMER: This video is for educational and entertainment purposes only. I am a researcher. All investment involves risk. Please consult a fee-only fiduciary for personal financial advice.
#InvestmentFees #IndexFunds #FinancialAudit #BobbyInvests #WealthBuilding
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