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The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investmentplan for each client using low-cost asset class and index funds. Financial Advisor or Investment Salesperson? 2010, August 1). An investment adviser’s fiduciary duty.
The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investmentplan for each client using low-cost asset class and index funds.
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