005 IAQ: What’s the Cheapest Share Class for My Clients?

As you strive to provide the most cost effective investments for your clients, how do you determine which share class to use?
 
If you automatically assume that an institutional share class is the cheapest, you may be missing some factors you should consider. Join Cassie Laymon, CFP, MBA, CKA and Hillary Sunderland, CFA, CKA and Chief Investment Officer for Lightpoint Portfolios as they explore the importance of considering the all-in costs to the client, and importance of a documented and repeatable process.