Learn exactly how the advisor world really works — and how to save yourself thousands in fees. Free.
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The market averages about 9% a year. Hand an advisor 1% and you're left with 8%. Same market, same companies — the fee is the only difference. Here's what that does to half a million dollars over two decades.
And that's from a single 1% fee. That's not a rounding error — that's a piece of your retirement. Here's the cruel part: your account went up every single year. You saw the balance climb. You assumed everything was fine.
Illustration only. Assumes a 9% average annual market return before fees, with a 1% advisor fee; not a projection of any actual result, and real returns vary and may be lower. Actively managed fund fees, where applicable, would widen the gap further.
"Before working with Brandon, I felt overwhelmed by investing and relied heavily on financial advisors. Today I confidently manage my own portfolio, understand exactly what I own and why I own it, and have cut roughly $8,000 a year in unnecessary fees. I learned how to use long-term options strategies to generate additional income while keeping a long-term approach. The knowledge and confidence I've gained have completely changed the way I think about investing."
I'm Brandon Bitar. In my third year at LECOM, in 2010, I walked away from medical school to do the thing I was actually built for: investing. In the fifteen-plus years since, I've built a seven-figure stock portfolio and over a million dollars in real estate — and today, at 45, I manage every dollar of it myself, paying no one a percentage to do it.
What opened my eyes was simple: seeing how an advisor had my mom's money invested. Every dollar in expensive, actively managed funds — the kind that nearly always lose to simple, low-cost index funds over time. So I started looking at friends' portfolios, and physicians' portfolios, and anyone's who'd let me. Same story every time: high fees, quietly draining returns, year after year, while everyone assumed it was normal.
That's my mission now: to cut the fees draining people's hard-earned money — and to show them they can run their own portfolio better than the person charging them 1% to do it. Because everyone deserves to retire with every dollar they actually earned.
A short series of emails where I show you exactly where your money is leaking — and how to keep it. No fluff, no hard sell:
→How to tell a good advisor from one quietly overcharging you
→How to cut the hidden fees buried in your 401(k)
→How to stop overpaying on advisor and fund fees
→And exactly how to manage it yourself — if you decide you want to
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