How does billing work for Portfolio Management Services?
Most clients prefer to have quarterly advisory fees directly deducted from their accounts at Betterment or TD Ameritrade, but other methods can be accommodated. An advisory fee statement, detailing the calculation used and the amount per account, will always be delivered to clients via the Vault feature in our client website. We encourage clients to compare amounts listed on their advisory statement to the amounts listed on statements provided by investment account custodians.
Questions? Please send an email to info@aldercovecapital.com, or schedule a chat here.