What are my total estimated investment costs, including advisor fees, fund expenses, etc.?
Servant Financial’s asset-based management fees are based on a percentage of your assets under management at the beginning of the calendar quarter. The advisory fees are separate and distinct from fees and expenses charged by exchange traded funds (ETFs) and mutual funds which may be recommended to clients. We are happy to review all fees so that you are fully aware of the total amount of investment expenses incurred. For a more detailed description of our fee structure, please go to About Our Fees.
Related Questions
- Why do the new fund descriptions in the enrollment guide include estimated total fees for each fund? Are there similar fees associated with the funds currently offered in the plan?
- Were General Fund expenses examined for opportunities to restructure or lower costs to the General Fund?
- How are fees, mailing costs and other operating expenses covered by ARM?
