Share Class Analysis and Efficiency Testing

Due to inefficiencies in revenue sharing (12b-1, Sub TA, etc.), the lowest expense ratio may not always be the lowest “net” cost option available. Click here to view this white paper for a deeper dive into these considerations, and how moving to the lowest expense ratio may increase fiduciary liability.

Investment Option	Expense Ratio	Revenue Sharing	Investment Management	Efficient?
Metropolitan West Total Return Bond M	0.690%	0.350%	0.340%	Efficient
Metropolitan West Total Return Bond I	0.440%	0.100%	0.340%	Efficient
Metropolitan West Total Return Bond Plan	0.390%	0.000%	0.390%	NOT Efficient

To see how Fee Leveling works, please click here.

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Mark L. Blom, CFP®

Managing Director, Senior Wealth Manager

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Mark is a CERTIFIED FINANCIAL PLANNER™ professional and his main responsibilities include managing and monitoring client portfolios, researching and monitoring our mutual fund investments, financial planning and reviewing portfolios with clients. Prior to joining our team, Mark was involved in portfolio and wealth management at Charles Schwab & Co. and Clarity Financial, LLC.

Mark earned a bachelor’s degree in Business Management from Central College.

Outside of my professional career I am passionate about:
I am passionate about living life and fully engaging in many activities; tennis, pickleball, working out, family, yard work, photography, and football.

What drew you to the wealth management industry?
What drew me into wealth management was being able to work in an industry that centered on investing and having your money working for you.

What is the most rewarding part of being a BFSG Team Member?
The teamwork, collaboration, and being around great people.

The one word or phrase that best describes me is:
The word that best describes me would be Disciplined.

What’s the best piece of advice you have ever been given and how might this apply to your role here at BFSG?
Work hard and do the right thing even when no one is watching.