Expert Advice

How Can I Find Out What Investment Fees I’m Paying Now?

Mitch Tuchman, Managing Director of Rebalance, understands how difficult it is to figure out the fees you’re paying and explains how you can find out.

Mitch Tuchman: It’s really difficult to figure out what the fees are, whether you have an IRA and you’re trying to figure that out if the broker’s managing are free, or whether you have a 401(k) at work. The financial services industry loves to hide and obfuscate the fees that you’re paying.

On our website, you can go on and it will give you an email that you can cut and paste and send to either your advisor or to the person administering your 401(k) at work, an HR director or someone in your finance department, and it will give you the exact words and things to ask for in order to really get to the bottom of your fees and once you figure out what your fees are, I think you’ll be shocked.