The Wherewithal Blog

Practical investing and personal financial advice


Do you aggregate the fee for multiple accounts, such as for a person with an IRA and a taxable account?

Posted by admin on February 13, 2013

Yes. We look at the combined value of your accounts when calculating fees. This practice can save you money by potentially placing you in a lower fee bracket.

We also will aggregate fees for joint accounts, provided the accounts are created under the same Social Security number.

Posted by admin

In Support, Fees

on February 13, 2013