A New Way to Purchase Investments!
What if you could buy your investments at wholesale pricing? We only offer the lowest cost share classes of mutual funds, eliminate all commissions and wrap fees, and seek to eliminate all possible fees on your investments.
More than ever before, people are looking for ways to save money. The cost of investing is typically overlooked because you don't get a bill for these expenses. The cost to buy and own a mutual fund can slowly drain thousands from your portfolio.
When can $250 save thousands?
Marty and Beth invested $100,000 in a popular mutual fund on January 31, 2005 and held it for 5 years. The funds are the same, but the expenses on each share class are not. As InvestForLess members, they can buy the least expensive share, (advisor class share). Which one would you rather purchase and own?
This example is for illustrative purposes only and does not represent the return of any particular investment. All returns are net of fees. The IFL/Advisor share class includes the $250 annual fee and an expense ratio of 0.68%. The A-share assumes a 3.5% upfront fee and an expense ratio of 0.75%. The C-share class assumes an expense ratio of 1.49%. The fee-based account assumes a 1.5% asset based annual fee charged quarterly, and uses the advisor share class with an expense ratio of 0.68%. All investments are subject to risk. Data source Morningstar® as of 2/18/2010.