With some investment vehicles, fee management can be confusing and complex for advisors.
We changed all that. Our breakthrough fee management tool gives you the power to handle your management fees the way you want. Set it up once and forget it, or take a more active approach. Whatever suits your practice.
- The effective date of the fee withdrawal
- The frequency of withdrawal: One-time, monthly, quarterly, semi-annually or annually
- Your fund distribution, whether pro rata or by specific funds
- A percentage of the account or a set fee amount
- Charge all contracts the same fee, or specify a fee by contract
- Pull fees directly out of the actual investment or annuity you manage
- Bill at the firm level, by individual advisor, or at any part of the hierarchy
- Your payment method: EFT or check