0.40% - 1.00% of assets under management. For example, an account with a $100,000 balance and a 0.50% annual fee will be charged approximately $500 per year.
No. There is no incentive for frequent or excessive trading.
Investment management - selecting stocks, bonds, and other securities to reach financial goals with responsible investments
Planning and Analysis - retirement and other financial modelling. Solutions are based on individual circumstances and preferences
No. The third party custodian that holds securities and funds will charge an annual fee on accounts with balances less than $10,000.
Living Earth Investments began operations in 2008. I have worked in finance since 1997.
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