View Single Post
  #127  
Old 04.01.2017, 11:50
fatmanfilms's Avatar
fatmanfilms fatmanfilms is online now
Forum Legend
 
Join Date: Apr 2010
Location: Verbier
Posts: 17,944
Groaned at 285 Times in 234 Posts
Thanked 15,429 Times in 8,573 Posts
fatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond repute
Re: Low cost Investment Funds in Switzerland

Quote:
View Post
I think it's also worth mentioning that 20% is the number you get after certain assumptions, which may not hold true long-term, and is generally on the high side.

e.g. at 5.5% rate of return at 30 years, 0.5% fee is 16.9% lost to fees
if the rate of return goes up, the fee is relatively less, so at 8%, it would be 16% flat.

If the fee goes down to 0.25% (splitting the difference between truewealth fees and the US provider ones), at 5.5% rate of return over 30 years, 7.8% goes to fees. I think quite a few people would be willing to pay that.
US online brokers have a annual fee of 0, no need to pay anyone anything.
Reply With Quote
This user would like to thank fatmanfilms for this useful post: