Investment Portfolio Architect Launches ETF and Mutual Fund Fees Review Service

Share Article

The launch of Investment Portfolio Architect brought a sharp rise in client demand for ETF and mutual fund fee reviews. Investors want to analyze quickly and easily the ETF and mutual fund fees and commissions they're paying and who they're paying them to.

Mutual Fund and ETF Expense Reviews

Investment Portfolio Review by Portfolio Architect

It seemed a natural fit adding ETF and mutual fund fees and expense audits to our robust lineup of investment portfolio reviews.

Investment Portfolio Architect, a flat fee only investment advisor providing fiduciary analytical services, has recently launch a mutual fund fee and expense audit in response to the growing requests for independent fee and commissions reviews.

The service called Investment Portfolio Review has added an in-depth and detailed accounting of all mutual fund and ETF fees to its already impressive lineup of asset allocation analysis, color coded fiduciary scorecards and an action item checklist.

ETF and mutual fund fees directly reduce investment returns. Each year portfolio managers have to overcome their fees and expenses just to break even. The larger the fees - the harder it is for a mutual fund or ETF just to reach the point investors can cover those fees.

Commissions add a whole other realm to investment planning. A simple A share mutual fund can impose an up front charge of up to 5.75% on each dollar placed in a mutual fund. This means the mutual fund must overcome that nearly 6% deficit for the investor to see a profit.

B share mutual funds can be even more detrimental to investors without the proper investment time frame. Those planning on withdrawing from mutual funds within the first few years may face a sales charge in addition to higher ongoing 12b1 management fees and an increased expense ratio.

While ETF investors pay a trade fee - typically around $10 to $20 at online discount brokerages - they also have to overcome their internal expense ratios each year to break even. Expense ratios can range from ultra low cost at 10 to 20 basis points to overwhelmingly high cost 1% or more of the assets managed in the ETF.

With mutual fund fees and ETF expense ratios varying so widel, it’s important to know what investors are paying, and who those dollars are going to. The ETF and mutual fund fees review provides detailed information on total operating expenses, 12b1 investment advisor fees, and all commissions that are paid and who they’re paid too.

When Portfolio Architect clients see in black and white the fees and expenses they're paying, they can more prudently determine the value they get for the mutual funds and ETF’s they've invested in. If their funds are performing well with lower than average costs, the Investment Portfolio Review service points that out. If their funds are poor performing high cost options, they’ll receive an action item list detailing which funds should be removed, and which should be put on a watch list.

The services are always provided as flat fee only investment advice, with the Investment Portfolio Review service priced at $349. There are never any hidden commissions or fees involved making the Investment Portfolio Architect Review services among the most independent and unbiased research tools you can use for your investment planning.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Greg Phelps

Greg Phelps
Visit website