Investment Fees Infographic

Investment fees cover some important costs to help ensure that one’s investments are managed well.

“Whether hiring a plumber or trying to buy a car, there’s a cost to doing business. And investing is no different.”

It is vital for clients to know what fees they are charged and what the fees pay for. This Investment Fees infographic highlights what Management Expense Ratios (MERs) pay for. This will help financial professionals to navigate the conversation about fees with clients.

Infographic Features

  • Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
  • Personalized for individual Advisors
  • Current and timely for client communications
  • One of many infographics included in FreshPlan software

Calculate. Educate. Plan.

Communicate complex concepts from all areas of financial planning with current, visual infographics.

FreshPlan combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.