Trustees have a fiduciary duty and must know(1) the fees, commissions and expenses charged to assets in trust or fiduciary accounts. The new third party compliance FACE Audit™ helps trustees meet their fiduciary duty. The FACE Audit™ is appropriate for […]
Monthly Archives: December 2013
2 posts
Would it be TMI (too much information) or perhaps since 2014 is just around the corner, should the dollar amount of fees, expenses and commissions be printed on page 1 of investors’ trust or investment aka brokerage account statements? In […]