Asset Based Fees. You understand and acknowledge that (i) all Access Account(s) you currently own, (ii) any Access Account(s) you open in the future; and (iii) any Managed Account(s) reorganized into the Access Account Program pursuant to Section 18.C in the future, are subject to a component-based Asset-based Fee in which the sub-components (referred to as “fee components”) are separately itemized. The fee components are (i) a negotiable Advisory Fee of up to a maximum annual rate of 2.0% which, if you are engaged in the consolidated advisory fee service, includes an Ameriprise Financial Planning Service (“AFPS”) Fee; (ii) a Manager Fee; and (iii) a Platform Fee of 0.17%. The fee components will be displayed to you when you make changes to your investment strategy or open a new Access Account. Based on the investment strategy and services you choose, the fee components will vary. Each possible fee component that may apply to your Access Account is described below. Additional details are included in the “Fees and Compensation” section of the current Disclosure Brochure and Combined Disclosure Brochure.
Appears in 4 contracts
Samples: Client Agreement, Client Agreement, Client Agreement
