发亮_品职助教 · 2019年06月09日
看表格最下面有段话:Minimum annual fee of $1,000 billed quarterly
年费1000,按每季度收,所以每季度是250.
然后就是Vanderon这个人的账户,只投资Mutual funds。
Under Vanderon’s directions, Klein invests the weekly contributions in actively managed mutual funds (unit trusts).
然后只要转成Plus account,交易几千种Mutual funds(包括他自己账户投资的那些Mutual funds)时,就没有任何手续费了:
she can buy or sell thousands of mutual funds or unit trusts (including those in which she invests) for no commissions or transaction charges.