200. Financial Fees Explained: Navigating the Costs of Investment Advice

This episode of CFO at Home is Part 2 of Vince’s conversation with Certified Financial Planner Filip Telibassa. This time, Filip and Vince tackle the topic of investment fees; the significant impact that fees can have on long-term investment returns, and the importance of understanding the different fee structures associated with financial advice. They also discuss the trend of lower-cost investment options like ETFs and index funds. For more from Filip, visit his website BenzinaWealth.com

Key Topics:

• Understanding the impact of investment fees on long-term returns

• The difference between fee-only and fee-based financial advisors

• The advantages of a flat fee structure over asset under management fees

• The importance of unbiased fund selection for clients

• Trends in investment options: ETFs and index funds

• How to evaluate financial advisors and their fee structures

Key Links:

• Benzina Wealth

• https://www.linkedin.com/in/filiptelibasa/

Contact the Host -vince@thecfoathome.com

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