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    As a general rule, advisors who work for banks (or for a trust department of a bank) will not advise you to buy a fund from Vanguard or Fidelity (except for those Fidelity funds that do have a load or sales charge). Some funds have different classes of shares, some with a load that pays the broker/advisor a fee and others without a load that you can buy on the fund's website directly. Worse, some advisors will set it up so that re-investments of dividends from the fund will be run through them and so incur a load whereas the fund might allow re-investment directly without a load. Commented May 24, 2015 at 12:28
  • See Do “growth of $10k” charts for mutual funds account for fees? for more details on what I said in my comment above. Commented May 24, 2015 at 12:31