This should not be difficult:
We understand that internal fees are a barrier to using mutual funds in your portfolios. And we also know that performance is a key factor in measuring a fund’s success. So, in order to bring you clarity on our fees and our performance, we have simplified your discovery process to three 3 simple steps…
We want to hear about the way you build portfolios and your preferred investment management strategy.
During our call we will consider how to address any obstacles related to fund access, fees, and/or performance.
We determine next steps based on your desired outcomes. We look for opportunities for our Advisor Consultant to provide a proposal for your next client review.