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An X-ray of one affluent, educated and sophisticated investor's portfolio shows how it was chewed up by fees

Helping an ex-Fortune 500 retiree prepare for her appearance before Congress, the author waded through a mountain of paper only to discover that the woman was likely to outlive her portfolio

Monday, August 12, 2013 – 3:47 AM by Guest Columnist Ron Rhoades
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Ron Rhoades: The broker-dealer, and its financial advisors, received way more compensation than the 0.85% annual amount they stated to Janet.


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