The Wherewithal Blog

Practical investing and personal financial advice


What is included in Wherewithal’s monthly fee?

Posted by admin on February 13, 2013

Your monthly Wherewithal fee covers all management expense, including monitoring of your account and any rebalancing we perform to keep your portfolio on track with your goals.

Folio Institutional, the brokerage where your money and investments are held, charges a separate fee for all trades and custodial fees.

Posted by admin

In Support, Fees

on February 13, 2013