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 […]
ANNUAL REMINDER TO EVERY TRUST AND FIDUCIARY ACCOUNT Letter from Trustee to Financial / Investment Advisor Dear (insert title): Broker / Private banker / Investment adviser / Financial planner / Wealth manager Part of my fiduciary duty, as trustee is to know the amounts paid for your services. When you can, kindly provide the DOLLAR […]