Should I have an attorney review letter of agreement with fiduciary investment firm before signing

Terry Says

I’m sure they have a standard agreement. Did you ask how much you’ll be paying each year — and whether that includes ALL commissions and fees? I believe their agreement is a percentage of assets under management — the more money, the lower the percentage. But are they also offering advice on things like taxes, estate planning, gifting, etc. Ask if all that is included n their services.

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