Any cost/fee to clients from merger or custodian change?
Any account transfer fees are being absorbed by, or reimbursed by, Gaddis Premier Wealth Advisors, so clients will NOT be out of pocket for transfer costs. Account advisory fees will be standardized. A copy of the fee schedule was included in the account transfer paperwork. A duplicate can be provided upon request. Due to Gaddis & Gaddis Wealth Management terminating our relationship with Kestra Financial, and Premier Investment Advisors terminating our relationship with LPL Financial, the advisory fee for June through October may be split up and result in several entries. If there are several entries, the GPWA team is watching and reconciling to verify the total charged is correct.