What Does the SEC’s ‘Reg BI’ Ruling Mean?
What is the U.S. Securities and Exchange Commission’s “Regulation Best Interest” ruling? And what does Reg BI mean for you as an individual investor? Get the details — and learn about the new Form CRS....
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% |