Skip to content
SimplyRich
Contact Us Today
   Subscribe
Main Menu
  • Home
  • Finance Guide
  • About Us
  • 10 Reasons Not to Hire Us
  • Ask Less
  • Services
  • Links
  • Form CRS
Being wealthy doesn't mean having all the money in the world, just not having to worry about it.

Ask Less

askless@simplyrich.com

Recent Posts

  • Dollar Cost Averaging vs. Lump Sum
  • Liability Insurance
  • Roth IRA as Emergency Reserve?
  • What about REITs?
  • Taxes on Trust Accounts

Categories

  • Ask Less
  • Blog
  • See All Posts

Tags

401(k), 529 Plan, Alternative Indexing, Annuities, Asset Allocation, Balanced Portfolio, Bear Market, Bonds, Capital-Gains Tax, Capital Gains, Career, College, Commodities, Credit Cards, Disability Income Protection, Diversification, Dollar-cost averaging, Equities, Global Minimum Volatility, Gold, Hedges, Housing, Insurance, IRA, Job, Life Insurance, Modern Portfolio Theory, Pay-as-you-go, Peace of Mind, Permanent Portfolio, PIG, REITs, Retirement, Roth IRA, Safe Withdrawal Rate, Saving, Stock Market, Student aid, Student Loans, TIPS, Total World Fund, Treasuries, Trusts, Umbrella policy, Volatility Reduction

Why Pay an Adviser a Quarterly Fee Just to Invest in Index Funds?

Posted on February 8, 2014November 5, 2015 by Less Antman

Question: As an investor, I have always tried to invest in very low-cost index funds, since costs are one of the few things in my control other than the asset mix. Paying a percentage of my assets every quarter for management (even very good management) somehow feels “wrong” to me. What am I missing? Answer: Read more »

Posted in Ask Less, See All Posts Tagged Financial Adviser, Index Funds, Quarterly Fees
Disclosure
Client Forms
866-589-0430less@simplyrich.com

Copyright © 2026 SimplyRich. All rights reserved. Web Hosting and Design by InMotion Hosting