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This is a passed on fee, not charged by Guideline, not marked-up in anyway. We are just being transparent instead of wrapping it in the expense ratio like every
by busque 10y ago
This is a passed on fee, not charged by Guideline, not marked-up in anyway. We are just being transparent instead of wrapping it in the expense ratio like everyone else. It's very important to have an established custodian.
- jbtule 10y agoThat's interesting, does that mean you don't receive any compensation from that expense ratio, like sub transfer agent fees?
- busque 10y agoCorrect. If fees are due to Guideline, we use them to pay down the .03 custodial fees. :)
- vostok 10y agoMy plan does not wrap this fee into the expense ratio. For example I hold the same fund in the my 401(k) and in my personal account. I am charged 5bps for both of them.