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Q. What are the ancillary account fees?

Below is a list of ancillary fees (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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