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White Paper

3 Pages
  • 3 Pages

Keeping Portfolio Costs Low

 

The burden of portfolio costs can be tremendous.

When portfolio costs come straight from the pockets of the investor, with the two main costs involving the expense ratio of the mutual funds or ETFs and the fees being charged by the advisors, the attention to keeping those costs as low as possible should be consistently emphasized. This white paper reviews where to start in managing the costs and how reducing costs can impact the portfolio.

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Keeping Portfolio Costs Low

Agenda

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Keeping Portfolio Costs Low

Faculty

Craig L. Israelsen, Ph.D.

Craig L. Israelsen, Ph.D.

7Twelve (TM) Portfolio

  • Executive-in-residence in the Financial Planning Program at Utah Valley University
  • Writes monthly for Financial Planning magazine, 1999 to present
  • Wrote 3 books, most recent book is 7Twelve: A Diversified Portfolio with a Plan
  • Designer of the 7Twelve® Portfolio, www.7TwelvePortfolio.com
  • Previously on the faculty at University of Missouri, 1991 to 2014, and Brigham Young University, 2004 to 2013
  • Has published dozens of journal articles and hundreds of professional articles
  • Can be contacted at 801-489-4711 or [email protected]
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Keeping Portfolio Costs Low

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