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On the Money
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Quantifying asset management fees’ effect on retiree income

ANALYSIS: Even a 1% total annual fee is a big deal for anyone with an interest in the residual assets.

Retired people often like the idea of just living off income produced by their portfolio, rather than spending their capital.

Most moderately wealthy ($500,000 to $2 million) retired individuals have two primary investment objectives:

  • first, to have enough money to live on during their retirement; and
  • second, to leave a lump sum to their children and/or charities.

Obviously, there is some tension between the two

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Brent Sheather Sun, 26 Nov 2023
Contact the Writer: brent@cpam.co.nz
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Quantifying asset management fees’ effect on retiree income
On the Money,
101797