Your WEALTH MATTERS BLOG

Typically, a firm will manage the assets, but not physically hold them. There is an outside party, called a custodian, who holds custody over the firm and its clients’ assets.

Isn’t an Investment Advisor the same thing as a Portfolio Manager? Well, not necessarily...

Fees are a natural part of paying for a service, whether you’re paying a mechanic to fix your engine problems or paying a firm to manage your money. Within our industry, however, fees have tended to be very convoluted, layered, and difficult to understand.