Check and Compare Your Investment Management Fees

An example of a favorable investment management fee table is below. If you would like to see a more thorough description of these fees and how they work, please review our fee disclosure information page. Please note: This is only an example and is presented for illustrative purposes only. does not provide investment advisory, or any other type of financial service to consumers.

Sample Fees Disclosure

Management Fee < 1.0%

Custodian Transaction Fees

ETFexchange-traded fund $7
Mutual Fund $17
Mutual Fund NTF Zero
Custodian Asset Based Fee Zero

Adviser Compensation from Sales Loads

Front Load Zero
Back Load Zero
Level Load Zero
Surrender Charges Zero
Mutual Fund / ETF Expense Ratios .75%

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