The Complete Portfolio Fee Audit – Action Guide – Investing

The Complete Portfolio Fee Audit – Action Guide – Investing

Guide to help your customers audit and lower hidden investment fees so they can save more money and grow their portfolios faster over time.

What you get

• Length: 13 pages
• File type: ZIP
• File size: ~4 MB
• Language: English

What’s inside

• How investment fees work (expense ratios, loads, AUM, trading, hidden costs)
• Step-by-step audit worksheet for each account
• How to compare funds and choose lower-cost alternatives
• Negotiation and switching checklist
• Ongoing review system to keep fees low

Who it’s for

• Beginners who want a simple, structured approach
• Busy people who need a clear system (not theory)
• Coaches, creators, and businesses who want ready-to-use client resources

How you receive it

Delivery via email: after purchase you will receive an email with your pickup number to download the ZIP file.

IMPORTANT

• Digital product. No physical shipping.
• Please save the files after download for future access.
• If you have any issues with the download, contact us and we’ll help.

FAQ (Search Intent)

Q: Is this a printable file?
A: Yes. You receive files you can print or use digitally.

Q: What size is the document?
A: Designed for easy reading and standard printing (A4/US Letter friendly).

Q: Do I need special software?
A: A standard PDF reader (or ZIP extractor) is enough.

Feel stuck or overwhelmed with money decisions? This resource gives you a clear system you can follow step-by-step, so you can make confident choices, build better habits, and see real progress.