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How do I pay for Comprehensive Wealth Management services?

April 26, 2017comprehensive Management pay Services wealth

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How do I pay for Comprehensive Wealth Management services?

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On the last day of every quarter, Oliver Capital Management will take a snapshot of assets under management and multiply 1/4 of the agreed upon annual management fee percentage by this amount. This fee will be automatically deducted from your account as pre-payment for the following quarter. The fee deduction will be shown on your statement the month following.