“Charles Schwab” story continued from page 1
difference in your return, especially over It’s important to understand, however, that not all investing fees are bad. It’s really a matter of understanding the value you are getting from what you pay. You might be willing to pay a slightly higher fee for different add value, such as more
APRIL 2022
touch relationship.
how they are impacting
Maybe you’re a small
your financial goals. Starting with these
success. Cody Kimble is a Financial Consultant
a specialized set of
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at Charles Schwab
financial needs that
you become more
with over four years
require more help
knowledgeable and
of experience helping
and attention from a
confident about your
clients achieve their
financial professional.
finances and the value
financial goals. Some
you’re receiving. But
content provided here
more aware of the fees
don’t stop there! Keep
has been compiled from
you’re paying are to
asking questions and
previously published
regularly review your
stay engaged, because
articles authored by
statement and ask your
these can be your most
various parties at
A couple ways to be
financial advisor directly valuable assets when
kinds of services that
12
you’re paying them and
business owner with
time.
personalized financial
planning or a higher-
about the different fees
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you are paying, why
long-term financial
Schwab. (0422-258R)
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