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Making it simple to manage and receive your advisory fee
You’re in control of your advisory fees
How you request fees
You can use our online fee-management tool, file upload for bulk fee processing or complete a fee instruction form
Date of fee withdrawal
You can choose what date your advisory fee will be withdrawn from the account
Withdrawal frequency
Fees can be withdrawn as a one-time withdrawal, monthly, quarterly, semi-annually or annually
Fee allocation
Determine if fee should be taken: pro-rata or by specific funds. You can also choose if the fee is a percentage of the account value or a specific amount
Client fee distribution
You can build a fee schedule that’s individualized by account or global to all accounts
Payment method
You can receive your fees by check or through electronic fund transfer (EFT)