Monthly Advisory Fees in Model Portfolios

Tommy Joyce shared this idea 5 years ago
Under Consideration

Matt Underwood - munderwood@gsisus.com - $3,840


"Is this ever going to include a monthly fee breakout? Our firm, as well as the 4 firms I worked at before in both RIAs and Bank/Trust channels did monthly fee draws (some at end of month, some at a mid-month, one at average of daily closing prices for the month). Maybe my experience is unique?"

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