Fees are negotiable and vary based on the IAR, market value of assets, complexity of services, securities utilized, and administration level. The maximum program fee is 2.50%. Minimum new account values start at $10,000. Financial planning and consulting fees are also negotiable and can be hourly, fixed, or a percentage of assets. Cash sweep programs may generate revenue for the firm, creating a potential conflict of interest.
1776 I St. Nw, Ste. 700, Washington, DC, 20006
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Alina is an associate/employee at Legacy Wealth Partners, a support company, and an advisor at Steward Partners Investment Advisory LLC. She dedicates minimal time to both roles.