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Understanding Fees

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Learn more about the fees and other charges you may pay for different types of investment products.

Learn more about how your investment advisor is paid.

Learn more about the Client Relationship Model, Phase 2 (CRM2).

How much do you really know about your investment fees? Take our Fee Quiz to find out.

Try our Investment Fee Calculator to take a look at how fees impact your returns.

Full Transcript

There are fees and other charges you will pay when you invest. It’s important to know what you’re paying for your investments and/or the investment service provider you are using. Investment fees are a part of investing....

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Crypto Quiz

Test Your Crypto Asset Knowledge.

This quiz is designed to introduce you to the basics of crypto assets. It is not intended to provide investment or financial advice, and should not be relied upon as a substitute for such advice.

Cryptocurrencies and blockchain are the same thing.