Skip to main content

  • Home
  • About 
    • An Integrated Solution
    • Our Team
    • Referrals
  • Our Services 
    • What We Do
    • Investment Consulting
    • Ongoing Strategic Planning
    • Tax Management
    • Investment Philosophy
    • Advance Planning Philosophy
    • Fee Structure – Our Value to You
  • Resources 
    • WealthMatters Blog
    • Market Reports
    • Videos
  • Client Login
  • Contact

    You are here

  1. Home
  2. Trading Costs

Trading Costs

Are You Confused About Investment Costs? Part 2: Custodian/Brokerage Costs

Submitted by Desmond Wealth Management, Inc. on March 8th, 2023

In our last piece, we covered fund management costs. Next, let’s take a step back from the mutual funds, ETFs, or other holdings you decide to invest in. Where do these holdings live — and what does it cost to buy, sell, and hold them?

 

An Account of Your Accounts

Tags:
  • 401(k)
  • Estate Planning
  • Financial Planning
  • investment
  • Investment Advisor
  • Investment Costs
  • Portfolio goals
  • Stock Market
  • Trading Costs
  • Read more

Combating Hidden Trading Costs: Here Be Dragons

Submitted by Desmond Wealth Management, Inc. on April 17th, 2017

In days of yore, navigational maps were often illustrated with dragons and sea monsters, indicating that danger was afoot on the high seas. The imagery may have been mythical, but the risks were real enough, especially for travelers who failed to equip themselves for the journey. To this day, risk and reward remain tightly connected for those venturing into our global markets.

Tags:
  • investment
  • Investment Advisor
  • Trading Costs
  • Read more

 Stop the UNCERTAINTY! Let's Grab Coffee

Contact Us

Let’s sit down over a cup of coffee and talk.

Phone: (925) 932-1994
Fax: (925) 940-9500
 

Email: Info@desmondwealth.com 

1850 Mt. Diablo Blvd., Suite 630, Walnut Creek, CA 94596

Get Directions

Subscribe to Our Monthly eNewsletter

* indicates required

View previous campaigns.

 
 

 

  • Sitemap
  • Legal, privacy, copyright and trademark information

© 2023 Desmond Wealth Management, Inc. . All rights reserved.

Website Design For Financial Services Professionals