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Fees
Fees
According to a recent independent fee benchmarking study*, Advocacy Trust’s fees are in the lowest quartile across the industry. Along with our fees being routinely one of the lowest versus our competitors, you can also count on there being no hidden fees.
Please contact us for a fully disclosed fee schedule related to your specific trust needs.
*PRICE COMPARE™ - Trust Fee Comparison Report - Pohl Consulting and Training, Inc.
This communication should not be regarded as an offer or solicitation to buy or sell any securities or investment products, an official confirmation of any transaction, an official statement, or as any other official statement of Forge Consulting, LLC or its affiliates, which include but are not limited to Advocacy Trust LLC, Advocacy Inc., Advocacy Wealth Management, Forge Capital, LLC, Forge Capital Services, LLC, and Full Circle Coverage (altogether referred to as “Forge”). Forge does not provide tax, accounting, or legal advice to its clients, and all clients are advised to consult with professionals who can provide tax, accounting, and legal advice regarding any potential investment.
Securities and insurance products are NOT
insured by the FDIC, nor by any other Federal or state government agency, are NOT
a deposit of and are NOT
Guaranteed by a bank or any bank affiliate, and MAY lose value.
FORGE and
are registered trademarks of Forge Consulting LLC.
is a registered trademark of Advocacy Wealth Management, LLC.
, FORGE CAPITAL, FORGE FOR BUSINESS, FULL CIRCLE, and ABACUS ADVISORS are trademarks of Forge Consulting LLC.
Copyright ©2024 The Forge Companies. All Rights Reserved.
Copyright ©2024 The Forge Companies. All Rights Reserved.