Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

Do I give up control of my money if Dantche Advisory Associates becomes my advisor?

0
Posted

Do I give up control of my money if Dantche Advisory Associates becomes my advisor?

0

Never. You are the Owner of any account opened or contract entered. Securities are deposited into a custodial account that is opened in your name and you maintain the right to make any decisions, changes, or withdrawals to or from that account. You also agree to give us limited authority to conduct business on your behalf; in other words, place trades on your behalf and to collect our advisory fee. Any check requests or withdrawals require your signature before the custodian will honor such a request. You are the Owner of any insurance contracts entered also. Only you have the authority to make changes or withdraw funds from such a contract.

Related Questions

What is your question?

*Sadly, we had to bring back ads too. Hopefully more targeted.

Experts123