WebGross annual advisory fee. 0.35%–0.40% 3 (varies based on total assets invested) Breckinridge Intermediate Municipal Strategy. Strives to limit risk to principal while generating federally tax-exempt interest income. Minimum investment. $350,000. Gross annual advisory fee. 0.35%–0.40% 3 WebAug 31, 2024 · And Edward Jones says that this annual fee does include internal investment expenses. The management fee (also referred to as the “program fee”) begins at 1.35% for an investment of $250,000. It scales down from there, reaching a rate of 0.50% for assets valued over $10m. First $250,000 — 1.35%.
How Much Does a Financial Advisor Cost? - NerdWallet
WebIf you would like to know which investment strategy we’d recommend for you or discuss our performance history, please contact Fisher Investments at 888-823-9566. A regional representative will be happy to provide more information about our performance history and discuss investment strategies for your personal goals. WebDec 14, 2024 · Fisher Investments Fees and Pricing. Fisher Investments charges an all-encompassing fee of 1.5% on portfolios up to $500,000. The fee drops on higher … how far is it from morro bay to santa barbara
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WebJan 10, 2024 · 1. M1 Finance. Fee Structure: No account management fees. Overview: With no account management fees, M1 Finance boasts some of the lowest fees around. This robo-advisor also has a very low entry point, with only a $100 minimum investment. Unlike other robo-advisors, M1 allows you to choose from thousands of types of investments or … WebJun 4, 2024 · Typically, 401 (k) plans cost somewhere between 1% and 2% of the plan assets, or the money saved in the account. Some outliers can see fees as high as 3.5%, but these high fees can have a significant impact on your employees’ ability to retire and should be avoided if at all possible. 2 There are many factors which can impact the cost of a ... WebMar 31, 2024 · Fisher Investments fees are transparent, competitive and aligned with your best interests. Learn more about Fisher investments fee structure. 22FC5B0B-A4EC-4985-A9EF-94269B50F21B how far is it from munich to innsbruck