Performance is most easily viewed by logging into your MFWM account dashboard at foolwealth.com.
Once logged into your account, click on the button at the top of the page that says See Performance. You will then see a snapshot view of your performance data. The default time period is year-to-date.
Please note a few important details when reviewing your performance reports:
- Fees: The performance figures in reports may not take into consideration the impact of fees for those clients that have paid an upfront flat fee that was not deducted from their accounts. Fees impact your investment, so it’s important you understand them.
- Rate of Return: Any rate of return for periods in excess of one year have been annualized.
