Understanding Different Wealth Management Fee Structures

Someone forward you this email? No Sweat! Sign up here to get your own If you're having trouble viewing this email, click here Follow Us Understanding Different Wealth Management Fee Structures Joshua Kennon Investing for Beginners Expert Registered Investment Advisor Fees If you hire an asset management company or wealth management advisor, it's important to understand the fee schedule and what you're charged.  This overview of different structures might help.   READ NOW What Is a Registered Investment Advisor? A registered investment advisor, or RIA, is a "person or firm that, for compensation, is engaged in the act of providing advice, making recommendations, issuing reports or furnishing analyses on securities, either directly or through publications" according to The Investment Advisers Act of 1940. READ NOW Why You Should Read the Form ADV If you consider hiring a wealth management firm or a registered investment advisor, you need to read their Form ADV before making any decisions. READ NOW What Is an Investment Mandate? An investment mandate is a general philosophy or list of restrictions or permissions about how a pool of capital can be invested or put to work. READ NOW Featured Articles • 14 Economy-Proof Business Ideas • 6 Reasons You’re Not Rich Yet • The 10 Most Annoying Stereotypes in Advertising • Avoid These Mistakes When Buying Commercial Auto Insurance! • Can You Retire At Age 50? • When You Can Expect Your Stuff to Break • 5 Things You Need to Know Before You Start Day Trading • 5 Things To Know About Solar Advertisement About Investing for Beginners  |  Follow Us You are receiving this newsletter because you subscribed to the Investing for Beginners newsletter. If you wish to unsubscribe, please click here 1500 Broadway, 6th Floor, New York, NY, 10036 © 2015 About.com - All rights reserved. Privacy Policy.

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