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How much am I paying my existing advisor?

  • Management fees…12B-1 fees…administrative fees…expense ratios…turnover cost…where does it end? Chances are, if you have your money invested anywhere on Wall Street, you are paying a cost or fee. In the “risk” world, you can’t escape fees. The “safe” stuff is a bit more transparent. In most cases, you have to dig deep within your prospectus or account statements to find what you are actually paying to hold your investments. Unfortunately for you, most advisors and brokers do not have to fully disclose the fees you are paying.

  • At The Rollover Company, we know that fees are a part of investing in "risk" money. By taking alternative investing paths and using lower cost vehicles, you can lower your fees to a certain extent. There are also "safe" investment options that offer little to no cost to you. When investing in "risk", you need to understand whether or not you are receiving value for the fee you are paying.

What should I do next?

More Commonly Asked Questions

To succeed in retirement, it is important to fully understand your current situation and work with a financial planning firm that will make sure your assets are properly invested and managed.

How much risk should I be taking during retirement?

Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.

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How much am I paying my existing advisor?

You may be able to use time to your advantage when investing for wealth accumulation.

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Will I run out of money?

Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.

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How do I leave a legacy?

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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How to avoid probate?

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

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How do I stop losing money in the market?

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

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How do I develop an income plan?

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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How do I know when to retire?

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

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What should I do next?

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

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  • Investment advisory services offered through Brookstone Capital Management, LLC (BCM),a Registered Investment Advisor. The Rollover Company, Inc. and BCM are independent of each other.

    The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

    Charles Winfrey and/or The Rollover Company are not affiliated with or endorsed by the Social Security Administration or any other government agency.

    Any comments regarding protection and preservation of assets refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone Capital Management.