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Our Fee

The 1% annual fee is multiplied by the account value at the end of every day and divided over the total trading days of the year (252 days). Then, the fee at the end every day is multiplied by the trading days of a given month (21 days in a month) and charged on a monthly basis in arrears.

EXAMPLE

 

1% X $20,000/252=$0.79 (fee for that day)

 

[Average 21 Trading Days per month]

 

$0.79 X 21 (Trading Days) = $16.67

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Securities offered through Interactive Brokers and TD Ameritrade., Member FINRA/SIPC. Advisory Services provided by GH Wealth Management, a Texas Registered Investment Advisory Firm. Insurance Services offered by Alamo Insurance and Wealth Management.

Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

All payment data is processed and handled by PaySimple who offer the most stringent levels of security in the payments industry. Your data is always encrypted and 100% secure. Independence Wealth Group does not keep or store any credit card information.

Full refund up to and including the initial consultation meeting (involves Needs Analysis, Goal Setting, Risk Analysis, etc). No refund after the initial consultation meeting concludes and work has begun.

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