ECONOMIC & MARKET INSIGHTS
value an advisor delivers exceeds the 1% fee they typically charge for their services, then for your circumstances and peace of mind, the added fees may be worth it given the ancillary services you receive in the total package. If you are evaluating whether you have the time, desire and knowledge to manage your own investments, you can call a Commerce Trust representative at 1-800-292-1601. Follow the prompts to Ext. 1-3974. 1 Vanguard Research, “Putting a Value on Your Value,” September 2016 2 www.helpingadvisors.com Based on the average fee charged for investment-only management by 10 robo advice offerings for a client portfolio of $500,000 as accessed on the companies’ websites on 3/7/2017. *Always consult with your CPA and professional advisor on matters involving income taxes. Past performance is no guarantee of future results, and the opinions and other information in the commentary are as of October 17, 2017. This summary is intended to provide general information only and is reflective of the opinions of Commerce Trust Company. This material is not a recommendation of any particular security, is not based on any particular financial situation or need, and is not intended to replace the advice of a qualified attorney, tax advisor or investment professional. Diversification does not guarantee a profit or protect against all risk. Commerce does not provide tax advice or legal advice to customers. Consult a tax specialist regarding tax implications related to any product and specific financial situation. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Commerce Trust Company is a division of Commerce Bank.
Wealth | Investments | Planning Commerce Trust Company 1-855-295-7821 | commercetrustcompany.com NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE
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