Birdseye Financial
www.birdseyefinancial.com
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How much am I paying ​my
existing advisor?

How much does my portfolio cost?

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. 
  • Management fees
  • 12B-1 fees
  • Administrative fees
  • Expense ratios
  • Turnover cost
Where does it end? 
The “safe” stuff is a bit more transparent. In most cases, you have to dig deep within your prospectus or account statements to find out just exactly what you are actually paying for for the advisor to hold your investments.

Unfortunately for you, most advisors and brokers do not have to fully disclose the fees you are paying.

Fiduciary vs. Suitability

In the Wall Street world, nothing is free. You cannot invest your money in something without paying a fee.

However, there is a measure you can take to understand your cost a bit more. Is your broker or advisor a "Fiduciary"? 


Fiduciary advisors are held to the highest ethical standard in the advisory sector. Being a “Fiduciary” means that you have to put the client’s best interests before your own, bar none, BY LAW.

​Most advisors and brokers are held only to a “Suitability” standard, which means the products or services recommended need to be “suitable” for you.

But, that does not mean they are being recommended to you because they are the best option.

Are you receiving "value"?

At Birdseye Financial, 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. 


The first step is to determine what you are actually paying.

​That's where our Investment Fee Discovery comes in to play.

Investment Fee Discovery

Our Investment Fee Discovery is one of the steps in "THE PROCESS" We can take a look at your current portfolio and uncover the hidden costs and fees you are paying. 

If you are not working with a "Fiduciary," there is a good chance that you are paying a cost you were not aware of. Allow us to price your relationship with your current advisor by taking advantage of the Investment Fee Discovery. 

Once and for all, you will know how much your investments are costing you, and whether or not the advice you are getting is worth the price. Click "Next" to find out how to take advantage of the Investment Fee Discovery.
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BIRDSEYE FINANCIAL DISCLOSURE
Tax and Legal Disclosure

Birdseye Financial, Corbin Lindsey and any associate affiliated with Birdseye Financial, does not offer tax or legal advice. We provide strategies for educational purposes only. You should consult your tax or legal professional for complete information regarding any tax and legal matters.

Website Content
The information listed on this website and on any document from Birdseye Financial that is provided by Birdseye or by a third party has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Birdseye Financial. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributors shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this information.

All items on this website are not to be considered a recommendation to purchase or to sell an insurance or investment holding. No insurance company has endorsed or reviewed this website content. Before purchasing any type of insurance and/or investment product, it is important that you do your own due diligence, and that you consult a properly licensed professional if you should have any specific questions that relate to your individual situation. All of the names, marks, and materials that were used within this website are the property of their respective owners.

We are NOT affiliated with the U.S. Government or Federal Medicare Program

Product Illustrations
​And as always, it’s important to keep in mind that past performance is definitely no guarantee of the future results that you’ll receive in most any financial vehicle.

Online Forms
​Should you complete an online form of any type, you are agreeing to be contacted by Birdseye Financial or one of our referral partners.
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