Questions to Ask Your Investment Professional About Fees
We believe that you should know what you’re paying—and how those fees might impact your returns. The following questions highlight common types of fees. Not all of these fees may be applicable to the types of accounts you hold and/or the types of securities held in each account. If you don’t know the answers to these questions, we encourage you to follow up with your investment professional.
Talk to your investment professional. Then talk to us.
The list above is a good starting point for a discussion about fees. Print it out for yourself, or save it and email it to your investment professional. If you have any questions about our fees, please call us at 877-789-6079.