Broker Check

Video - Real Costs of Investing


The total cost an investor pays usually includes both the cost of the investments themselves, and the cost of managing the investments. There are literally thousands of different mutual funds available, and it’s no mystery that the ones that generally perform better on average over the long-term, are the ones that have the lowest cost. Then there’s the cost of the advice, which can come in many forms, but again, common sense tells us that the lower the costs, the better chance there is of achieving better longer-term returns.

Carr Wealth’s investment management revenue is exclusively derived from a fee-only structure that I believe provides a working incentive for both the company and its clients to invest in the most efficient way. Carr Wealth is independent and doesn’t receive commissions, revenue-sharing, or any other type of compensation arrangement from any other entity.