Link to Owner Dr. Robert B. Pamplin Jr.



Brought to you by Lake Oswego's Bill Woodruff, WealthFactor - INVESTING INSIDER -

Bill Woodruff, WealthFactor - INVESTING INSIDER Many people forget about fees as they are a slow and gradual friction against investment returns. While this will likely weigh heavily on your returns over time, it's a less obvious reason that can be even more costly.

What might that more pernicious stealer of wealth be?

It's common in the industry to have many layers of management and service which almost always adds up to fees of 1% or more. These unnecessarily high costs affect investment advice and force increased risk taking in order to compensate.

When the markets are doing well, the increased levels of risk aren't always obvious. However, when significant price declines inevitably occur, that added risk becomes painfully obvious. Unfortunately for many investors that increased risk costs them far more than the elevated fee likely ever will.

It is because of this inherent conflict that we've kept our fees at WealthFactor to .35% up to $10 million in assets and .10% on assets over $10 million.

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Planning and process go a long way in removing our sometimes unfortunate and ill-advised human instincts. The probability of achieving successful investing outcomes can be dramatically improved by reducing costs, which naturally reduces the pressure to take risk.

Tired of the same generic, unsustainable approach to investment advice? Call me for a complimentary, no sales risk review so you know exactly where you stand.



*Important Disclosures and Disclaimers: No assurances can be made that WealthFactor will be able to achieve its investment objectives or avoid losses. WealthFactor is a Registered Investment Advisor. The information on this website is not intended as tax or legal advice. The information on this website is intended for residents of Oregon. This information is not intended to be personalized and as such should not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular investment strategy. WealthFactor is licensed with the State of Oregon and will seek proper licensing or exemption from licensing before conducting business in any state. ADV Disclosure documents available upon request. WealthFactor participates in a paid advertising service provided by the Lake Oswego Review called Insiders. This is in no way an endorsement by the Lake Oswego Review of WealthFactor nor does the name of their publication "Insiders" have any suggestive meaning to the quality of the information being shared by WealthFactor. Click here for additional disclosures. Click here for definitions.

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