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*Based on a low cost portfolio with an average T.E.R of 0.12% and our 0.48% fee on AUM versus an estimated 2.5% including advisory, brokerage, management and custody fees.
With all investments your capital is at risk and the value of your investments and the income deriving from it can rise as well as fall. Past performance and forecast are not a guide to future performance.


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For just 0.48% per year or less.



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