Financial Advisers and Hidden Fees - The Scourge of Investing

Program Type:

Featured, Community Engagement

Age Group:

Emerging Adults, Adults, Older Adults
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Event Details

What are the differences between investment Fiduciaries and Brokers?  Do you know the total cost of investing?

Join Dr. Udo Herges, CEO and Founder of Herges Capital Management, in an insightful discussion on the hidden cost of investing and the paramount distinction between investment Brokers and Fiduciaries.  Listening to the right professional can save you (and make you!) a lot of money in the long run.  

Dr. Udo Herges received his Ph.D. in Mathematics at the prestigious Brunel University in London.  He has held various investment banking positions at Commerzbank, SEB, and Salomon Brothers/Citigroup. In 2011, Dr. Herges left Commerzbank as Vice President.  In 2013, he founded Herges Capital Management.  In his free time, Dr. Herges is an accomplished chess player.  He is the Undefeated 1996 German Champion in Correspondence Chess (Under 25). 

Registration is encouraged for this event.

Accessibility

Need disability-related modifications or accommodations? Information and program content can be made available in alternative formats upon request by emailing JFRogers@sandiego.gov.