Mutual
Funds offer a high degree of investment management expertise, diversification
and depth of investment research. The variety of objectives
and styles available through the various funds enables the investor
to find a comfortable match.
Fund
Allocation Account
We will advise you about
the benefits of mutual funds by identifying
which funds are right for you. Your assets will be allocated in accordance
with your objectives in proportions designed to achieve consistent performance
combined with acceptable risk.*
Fund
Allocation Account Fee Schedule
1.0% on the first $500,000
0.9% on the next $500,000
0.8% on the next $500,000
0.7% on the next $500,000
0.6% on the next $500,000
0.5% on the balance
Fund Allocation Account
Minimum Fee: $1,000
Non-Discretionary Fund Allocation
Accounts under $100,000: 0.75% with a minimum fee of $250. These accounts
carry 12b-1 fees.
*
Mutual
funds are not a deposit or obligation of, or guaranteed by any bank and
therefore are not insured by the FDIC. They are subject to investment risks
including possible loss of principal amount invested.
503 South Street, Bow NH
190 North Main Street, Concord NH
35 Kearsarge Avenue, Contoocook NH
(603) 225.6700 or 1.877.231.7200
Serving the Greater Concord NH area
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