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What fees are charged by the Professionally Managed Accounts available through FolioNet?

April 26, 2017accounts charged fees folionet managed professionally

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What fees are charged by the Professionally Managed Accounts available through FolioNet?

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Equity portfolios start at 1.00% and drop as client portfolios reach certain breakpoints. Fixed income portfolios start at .70% and drop as certain breakpoints are met. Each portfolio has a minimum annual fee of $1,200 per account. These fees are separate from the Net Worth Solutions management fee.