Making sure your assets are distributed to your beneficiaries according to your wishes is likely why you planned your estate. But when is the last time you reviewed your estate plan, including the beneficiaries on your accounts?...
|Assets Under Management||Annual Fee|
|$0 - $1,000,000||0.60%|
|$1,000,000 - $3,000,000||0.50%|
|$3,000,000 - $5,000,000||0.25%|
|$5,000,000 and above||0.10%|