Tag: Fiduciary Account Commission Expense Audit

FACE Audit™ – Fiduciary Account Commission Expense Audit

Would it be TMI (too much information) or perhaps since 2014 is just around the corner, should the dollar amount of fees, expenses and commissions be printed on page 1 of investors’ trust or investment aka brokerage account statements? In 2013 markets reached record highs, however, for trustees, record highs may result in record high […]