Why High Fees Hurt So Much

Why High Fees Hurt So Much

Fees and risk are far more connected than most investors realize. High fees are more than a slow bleed on performance over time. They lead to and force increased risk in portfolios.


The relationship between fees and risk taking is a critically important topic. high fees are not just a slow and steady drag on performance, we charge point three 5% in the first 10 million and point 1% thereafter. Here's why. high fees force you to seek higher returns. When your portfolio has more potential for return, there's more risk. increased risk taking leads to larger portfolio declines. Greater downside increases the odds of emotional mistakes being made. A simple repeatable low fee investment service is ideal for maximizing return relative to risk.

About WealthFactor: A Lake Oswego based investment adviser and wealth manager serving local high net worth and ultra-high net worth investors. Founded on the idea that high fees force unnecessary risks when providing investment advice. By leveraging the investment methodologies of the largest passive and rules-based asset managers, WealthFactor seeks to pass on the benefits that efficiency provides through financial technology on to its clients. WealthFactor offers custom investment advice services conveniently through separately managed accounts in each investor’s name. For more information visit www.wealth-factor.com.

About Bill Woodruff, WealthFactor’s founder has been investing in publicly traded financial markets for over 20 years. His career includes founding an alternative investment manager, launching and managing a mutual fund and serving as a managing director of a publicly traded investment manager. With over a decade of experience serving high net worth investors Bill skillsets uniquely blend an understanding of investor needs with an extensive financial markets and investing background.



Lake Oswego, Oregon

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*Important Disclosures and Disclaimers: No assurances can be made that WealthFactor will be able to achieve its investment objectives or avoid losses. WealthFactor is a Registered Investment Advisor. The information on this website is not intended as tax or legal advice. The information on this website is intended for residents of Oregon. This information is not intended to be personalized and as such should not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular investment strategy. WealthFactor is licensed with the State of Oregon and will seek proper licensing or exemption from licensing before conducting business in any state.  ADV Disclosure documents available upon request.  Click here for additional disclosures.  Click here for definitions.