Impact of fees on retiree income and inheritances
ANALYSIS: Quantifying the long-term impact of asset management fees.
Biggest threats to most retail investors’ investment objectives are high fees, underperformance from not meeting best practice.
In the last story for 2023 we looked at a paper by James Mahaney entitled Quantifying The Long Term Impact Of Assets Under Management Fees On Retiree Income And Inheritances . His analysis concluded that, on average, every 1% in annual fees results in a 15% reduction in income and a 23% reduction in
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