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Q. What are the ancillary account fees?

Below is a list of ancillary fees (AKA other potential fees) you may incur that are not included in the monthly advisory fee or Wrap Fee. These fees would be incurred based on a client’s request or other action which is why they are excluded from fees and services covered by the Wrap Fee.…

Q. Do ETFs have fees?

Yes, ETFs have management fees. These fees are usually referred to and the ‘expense ratio. These are often shown as a percentage. ETFs are managed by investment companies that charge a fee for their service. The companies make sure the money in the ETF is invested in the desired style of the investors.…
Q. Will I get in trouble if I take my money out early?

Retirement accounts can have penalties and/or taxes if you withdrawal prior to the age of 59 ½. If you have any questions, please reach out to a tax advisor to review your specific circumstances. Keep it in, let it grow!…

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