You'll want to know about any caps, participation rates and / or
yearly asset fees.
Not exact matches
Wealthfront was an attractive option for me at only.25 % in
yearly fees on my
assets over $ 15,000.
These advisors typically take a
yearly fee based on the dollar amount of
assets under management (AUM).
If I were to take a
yearly percent of
assets fee, then you would very reasonably expect that I should be able to justify my investment
fee by delivering consistently higher returns.