You will now see the fees that you pay to Assante in your year-end statements. These are the fees that go to the dealer and pay for your advisor, their staff, their supporting branch, the technology behind the scenes, compliance and call centre, statements etc. Importantly, whenever I talk about performance in the context of your financial plan it is always after all fees. I am focused on the net rate of return you need to achieve your goals.
You can read more in my “Let’s Talk About Fees” document.
If you have any questions, please let me know.
January 18, 2017
