Sentences with phrase «held in portfolio advisory»

Not exact matches

Like nearly every other robo - advisor, Merrill Edge Guided Investing charges an annual advisory fee coupled with the expense ratios charged by the exchange trade funds (ETFs) held in the portfolio.

We assumed that financial assets were held in a portfolio of stocks and bonds with annual rebalancing to the targeted asset allocation and a 1 percent annual fee to cover fund management costs and advisory fees.