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Content provided by Angela Brooks, CFP® and Angela Brooks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Angela Brooks, CFP® and Angela Brooks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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#25 - What Are You Really Paying For?

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Manage episode 488261008 series 3585324
Content provided by Angela Brooks, CFP® and Angela Brooks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Angela Brooks, CFP® and Angela Brooks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Her Money Revolution, Angela Brooks, CFP®, brings transparency to an area that quietly costs investors thousands: mutual fund share classes.

Angela explains the different types of mutual fund shares — Class A, B, C, and institutional shares — and how each structure impacts the fees you pay, often without you even realizing it. Through real-world client examples, Angela highlights the hidden costs built into many investment portfolios and empowers individuals with the right questions to ask their advisors.

If you're serious about protecting and growing your wealth with full transparency, this episode provides the essential knowledge you need to take control of your financial future.

Episode Highlights:

  • What mutual fund share classes are — and why they directly affect your investment returns
  • The key differences between Class A, B, C, and institutional shares
  • How hidden fees and trailing commissions are structured — and what they mean for your portfolio
  • Why even high-net-worth investors can unknowingly be subject to costly structures
  • The long-term benefits of working with a fee-based advisor focused on transparency
  • Critical questions to ask your current advisor to uncover hidden costs
  • How to ensure your investments are aligned with your financial goals, not commission structures

Connect with Angela:

Website: https://hermoneyrevolution.com/

Instagram: https://www.instagram.com/hermoneyrevolution/

Facebook: https://www.facebook.com/profile.php?id=61561348149519

Financial Resources: https://hermoneyrevolution.com/resources

  continue reading

27 episodes

Artwork
iconShare
 
Manage episode 488261008 series 3585324
Content provided by Angela Brooks, CFP® and Angela Brooks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Angela Brooks, CFP® and Angela Brooks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Her Money Revolution, Angela Brooks, CFP®, brings transparency to an area that quietly costs investors thousands: mutual fund share classes.

Angela explains the different types of mutual fund shares — Class A, B, C, and institutional shares — and how each structure impacts the fees you pay, often without you even realizing it. Through real-world client examples, Angela highlights the hidden costs built into many investment portfolios and empowers individuals with the right questions to ask their advisors.

If you're serious about protecting and growing your wealth with full transparency, this episode provides the essential knowledge you need to take control of your financial future.

Episode Highlights:

  • What mutual fund share classes are — and why they directly affect your investment returns
  • The key differences between Class A, B, C, and institutional shares
  • How hidden fees and trailing commissions are structured — and what they mean for your portfolio
  • Why even high-net-worth investors can unknowingly be subject to costly structures
  • The long-term benefits of working with a fee-based advisor focused on transparency
  • Critical questions to ask your current advisor to uncover hidden costs
  • How to ensure your investments are aligned with your financial goals, not commission structures

Connect with Angela:

Website: https://hermoneyrevolution.com/

Instagram: https://www.instagram.com/hermoneyrevolution/

Facebook: https://www.facebook.com/profile.php?id=61561348149519

Financial Resources: https://hermoneyrevolution.com/resources

  continue reading

27 episodes

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