Fees & Billing

Questions related to management fee calculations, billing periods, and account cancellation.

4 articles in this collection
Written by Zach Richheimer

For a Self-Directed account, once my aggregate balance becomes greater than $20,000, how are fees assessed?

Written by Zach Richheimer
Updated over a week ago

How are management fees calculated for a Self-Directed account?

Written by Zach Richheimer
Updated over a week ago

What is your cancellation policy?

Written by Zach Richheimer
Updated over a week ago

How are management fees calculated for a Fully-Managed account?

Written by Zach Richheimer
Updated over a week ago