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Fund
Service Gateway® is our mutual fund wrap fee account.
More fund choices - Clients can choose from more than
1,400 no-load and load-waived mutual funds from more than 60
leading fund families.
Objective recommendations - Our unique, proprietary
mutual fund research helps provide you with objective recommendations
on the funds that will best meet your needs.
Free transfers - Clients can move money from one fund to
another, even across fund families, without paying a sales charge.*
Quarterly performance reports - These regular reports make
it easier to track investment progress.
Automatic rebalancing - Clients can request automatic rebalancing
of their portfolio to help make sure they remain appropriately
allocated.
Annual Fee Fund Service - Gateway® is available to your
clients for one annual fee paid quarterly based on the value
of the client's account.
For
more information on this product, please email us at Info@youngstovall.com
or call us toll free at 1.866.365.7409.
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