The Case of the Secret 12b-1 Fee

Episode 016 | Adviser Checkup Podcast

So we have talked about the more obvious fees incurred when using a wealth manager like asset-based advisory fees, financial planning fees, expense ratios, and soft dollars but what about this lesser-known fee called the 12b-1 fee? The 12b-1 fee was thrown into the financial spotlight recently after a financial adviser was assessed a fine of 30 million dollars. Are you paying this fee? Should you be paying this fee? Listen today to learn more.

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Be Financially Well,

Kelly