top of page

"What the heck is going on?"

By Tim Greife, Financial Advisor

As the investment world continues to evolve, many of the fund companies &
custodians are continually reducing the internal fees of their products
to be more competitive in the marketplace. Exchange Traded Funds
(ETF) offer some of the lowest cost options available to investors. Over
recent years we have continued to implement their use into our
portfolios. As mutual funds try to remain competitive we are seeing
additional share classes come available. These additional share classes
are managed in the same way but offer lower internal fees.


As we continually assess and evaluate our portfolios, we are adding these new
options when they come available to take advantage of these reduced fees for our clients. In recent months, this has created more activity in some accounts than we have had in the past. This is a good thing, and as the marketplace continues to get more competitive, the focus on reducing internal fund costs and adding additional fund classes will continue to push trading within our accounts and portfolios.

2025 by WEBB FINANCIAL GROUP. Proudly Created at WIX.com

DISCLAIMER

Webb Financial Group (WFG) is a registered investment adviser firm offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WFG in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.


All written content on this site is for information purposes only. Opinions expressed herein are solely those of WFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

WFG is licensed to sell insurance in the State of Minnesota and may be licensed in others.

bottom of page