There are many possible investment expenses, and their range is considerable. Be sure to ask questions of your investment managers or your consultant; don't accept fuzzy answers; and make reviewing these fees a regular leadership activity.
Updated by Canterbury Consulting
Created by Tony Oppenheimer of the Oppenheimer Brothers Foundation and Marshall & Ilsley (M&I) Wealth Management
Controlling Fees, Updated by Canterbury Consulting
202.580.6560 | Contact Us
Thank you to all our supporters, especially our platinum level foundation supporters and corporate partners: