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Covestor Radio, EPN News, Investing

Covestor Radio – Episode 8: Mutual Funds and its Fees, Fees, and More Fees

Covestor
Posted: April 4, 2014 at 10:45 am   /   by   /   comments (0)

Covestor

Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to discuss mutual funds and its many fees. Covestor Radio is a show about money milestones and investing for your future and brought to you by Covestor, an online marketplace for investing.

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Listen to host Eric Dye & guest Kimberly Clouse discuss the following:

  • What is a mutual fund?
  • What are the benefits of mutual funds?
  • What are the typical costs?
  • Why are fees so important to be aware of?
  • So an individual’s mutual fund fees will be lower if I buy a “no load” fund?
  • What would the average fees look like?

About Kimberly Clouse

Kimberly Clouse is Advisory Board Chair at Covestor, a registered investment adviser and an online marketplace for investing.

Passionate about empowering financial consumers, Kimberly works with individuals, families and foundations to help them navigate the increasingly complex world of investment advice and make more informed financial decisions.

She previously served as Managing Director at Athena Capital Advisors and Chief Executive Officer at Hale and Dorr Wealth Advisors. Earlier in her career, she worked for United States Trust Company, J.P. Morgan and Goldman Sachs.

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Links: Covestor.com

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