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WebbInstead, you pay only a 0.75% fee of your total portfolio value per year. This means that for a $10,000 portfolio, that’s $6.25 each month ($75 yearly) to cover portfolio management, investment insights, all buy/sell transactions and rebalancing. A small price to pay for all the time and effort you get to save, and well worth getting started. Webb11 apr. 2024 · Q&A: Frequent Portfolio Concerns. Phillip Neuhart, Director of Market and Economic Research. T. Penn Nugent, CFP©, Director of Portfolio Strategy - Personal Amy: Hi, I'm Amy Thomas, a Strategist here at First Citizens Bank. On April 5th, 2024, our Director of Market and Economic Research, Phil Neuhart, sat down with Penn Nugent, Director of …
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