Rockbridge Named #81 on CNBC's Top 100 Fee Only Wealth Mgmt Firms List

Costs Matter

Fees matter. The difference made by a 1%, 2% or 3% fee can run into hundreds of thousands of dollars over the years. Time after time, we see the rewards in these heavily marketed schemes going not to the end investors but to the promoters. … If we don’t learn these lessons from the experiences of others, we risk having them taught to us directly. And in those cases, the tuition bills can be substantial.”

— Jim Parker, DFA Australia Ltd. “Outside the Flags,” March 2013

A percent or two may seem like a small number, but it can eat into upward of a third of your total expected rate of return from the stock market. When you think of it that way, it’s huge. Plus, it’s within our control. Nobody can control the market, but we can have a big say in how much it costs to invest in it.”

— Patrick Rohe, Rockbridge Investment Management

“In investing, you get what you don’t pay for.”

—   John C. Bogle, Vanguard Funds

“It is difficult to systematically beat the market. But it is not difficult to systematically throw money down a rat hole by generating commissions.”

— Professor Emeritus Michael Jensen, Harvard University

“Money often costs too much.

— Ralph Waldo Emerson

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