Fees and transparency
We believe fees should be clear and understandable. Advisory fees vary based on services and account structure, and we explain costs before you decide to align your expectations and comfort level.
How fees are typically structured
Depending on the service provided, fees may be based on assets under management or another arrangement. We will explain what is included, what may be separate, and how fees are disclosed so you can compare your options with confidence.
A clear conversation before you decide.
What you can expect
Clear explanations
We explain what the fee covers, how it is calculated, and how it appears on statements.
Alignment to services
Fees vary by services such as investment management, planning support, or fiduciary responsibilities.
No surprise changes
If services change, we discuss it and confirm expectations before anything changes.
Questions to ask when comparing advisors
Comparing advisors can be confusing. We encourage you to ask direct questions about services, costs, and responsibilities. We will ‘show the math’ so you understand what you are paying and why.
Important information to review.
A note on disclosures
Form CRS and disclosures
Review disclosures to understand services, relationships, and potential conflicts of interest.
Not legal or tax advice
Our 1st Source Asset Advisors can coordinate with your professionals, but we do not provide legal or tax advice.
FAQ
- Fees depend on services and account structure
- We will discuss options and expectations during the conversation
- Statement presentation varies by account and provider
- We will explain how fees are disclosed for your accounts
- Some accounts may have underlying product or platform costs
- We review costs and explain tradeoffs in plain language
- See: disclosures
- Form CRS (Client Relationship Summary) is included