The purpose of this whitepaper is to shed light on some of these hidden investment fees, demonstrate the effect these fees have on investor returns, and offer solutions to help eliminate or minimize many of these fees in order to improve portfolio returns.
About the Author Chuck Else
Chuck is a Principal and has over 25 years of wealth management experience, including the past 18 years with Osborne Partners. His responsibilities include business development, marketing and client service. In addition, he serves as a client liaison to OPCM’s Investment Management team. Chuck holds a B.S. in Business Administration & International Finance from the University of Vermont.
Disclosure: The opinions expressed herein are strictly those of Osborne Partners Capital Management, LLC ("OPCM") as of the date of the material and is subject to change. None of the data presented herein constitutes a recommendation or solicitation to invest in any particular investment strategy and should not be relied upon in making an investment decision. There is no guarantee that the investment strategies presented herein will work under all market conditions and investors should evaluate their ability to invest for the long-term. Each investor should select asset classes for investment based on his/her own goals, time horizon and risk tolerance. The information contained in this report is for informational purposes only and should not be deemed investment advice. Although information has been obtained from and is based upon sources OPCM believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Past performance is not indicative of future results. Inherent in any investment is the possibility of loss.