What is the true total cost of an annual financial advisory fee?

Investment management alone may not be worth it. We've put together a spreadsheet to help you calculate the true cost of hiring a financial advisor.

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This spreadsheet will help you calculate the true cost of hiring a financial advisor.

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Jonathan K. DeYoe is the founder of Mindful Money. The opinions voiced and all accompanying materials are for general information only and are not intended to provide specific advice to any individual. Past performance is no guarantee of future results. All indices are unmanaged and cannot be invested in directly. Investing involves risks including possible loss of principal. There can be no assurance that any technique or strategy discussed on Mindful Money will be suitable for any particular investor and there is no guarantee of any specific outcome. Mindful Money renders no individual advice. Personal Financial Planning and Investment Advice are offered only to clients who have signed an advisory agreement with EP Wealth, a registered investment advisor. If you have the minimum investment of $500,000 and are seeking individual advice, please Contact Us and we will connect you with a qualified advisor at EP Wealth.