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Ferguson Wellman Capital Management's Blog

~ A journal of Ferguson Wellman’s views and news-est. 2011

Ferguson Wellman Capital Management's Blog

Category Archives: Resources Worth Routing

Understanding Fees

17 Wednesday Apr 2013

Posted by fergusonwellman in Investment Services, Communication and Education, Resources Worth Routing

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Jason Norris of Ferguson Wellmanby Jason Norris, CFA
Senior Vice President of Research

It is important that investors understand all of the fees they are charged when working with an advisor. However, fees can be confusing and, as a result, some investors are left without a solid understanding of how much they are really paying.

A recent article from the Wall Street Journal highlights some important questions that investors should ask their advisors to better understand the fees that they are charged. Additionally, these questions help draw attention to some fees that investors often overlook.

To read the full article please click here.

By clicking on the link about, you will be leaving Ferguson Wellman’s website.  Ferguson Wellman does not take any responsibility for reviewing, updating, or insuring accuracy of information on other websites.  Ferguson Wellman disclaims responsibility for the legality of materials and copyright compliance on other websites.  This is provided for information purposes only.

Insurance Risk Analyzer

15 Thursday Mar 2012

Posted by fergusonwellman in Resources Worth Routing

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Helena B. Lankton
Senior Vice President and Wealth Management Committee Chair

Ferguson Wellman occasionally invites industry professionals to address our firm on topics beyond investment management that are important to our clients.

On March 13, our firm’s Wealth Management Committee met with Candace Jennings of Jennings Insurance Agency to discuss some of the unique insurance needs our clients have.

Candace shared a useful worksheet with the firm to help us better serve our clients in this area. Called the Risk Analyzer, this resource helps clients better understand their risk and where they might require additional insurance.

You can find the Risk Analyzer here.

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Ferguson Wellman
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503.226.3647 fax

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Portland, Oregon 97204
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