Do the math.

See how much you can save by monitoring your portfolio.

Estimate your savings
below:
$
%
%

Monitoring a bond portfolio could save $2,000 for every $100,000 in a bond portfolio.

Financial advisors charge a markup on bonds. This is the price difference between the price they buy and the price they sell the bond to you.
By monitoring your bond portfolio, you can assess whether you are paying a fair price and decide if you want to pay commissions or not.

Monitoring your portfolio can reveal lower cost replacement opportunities.

If your advisor is charging you 1% on equity assets under management, replacing the individual positions with lower cost ETF's can lower your expenses to 0.1%.
That's $18,000 per year on a $2,000,000 portfolio!

Monitoring allows you to keep an eye on excessive trading in your account.

Churning (buying and selling) should be kept to a minimum to prevent excessive trading costs.
Brokers can churn your portfolio significantly more than they should, given their incentive to earn trading commissions.

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