SEC Bulletin - How Much are you Losing in FEES?

August 31, 2017

At MILES Financial Group, we only recommend investment strategies that guarantee our clients will never lose a penny of their investment.  In addition, there are several strategies which provide the guaranteed investment protection, a very competitive real rate of return and have ZERO fees of any kind.  Keep in mind that fees, just like interest, are compounding, and over time those fees will significantly reduce the value of your investment.



Per the recent SEC Investor bulletin“The SEC’s Office of Investor Education and Advocacy is issuing this bulletin to educate investors about how fees can impact the value of an investment portfolio. As with anything you buy, there are fees and costs associated with investment products and services. These fees may seem small, but over time they can have a major impact on your investment portfolio.”  The impact of fees is even more damaging in years where your investment loses value due to market volatility.


Here’s an example of how fees compound over time:

Give us a call to discuss how we can reduce your annual fees to ZERO and significantly increase the value of your retirement savings.

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