the MDA provider manages the investments on a daily basis. This means you'll have less decisions to make and less paperwork to go through.
MDA platforms allow you to see all of the assets in your account. You can see your fees and costs, as well as the performance of your investments. Look for an MDA that has this capability.
To react quickly to market changes, the MDA provider may buy or sell assets.
Under the guidance of Investment Managers, MDA providers helps you manage your funds.
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Global Bonds (Unhedged)
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|PORTFOLIO NAME||Portfolio Construction fee (A)||Fund Manager Fee (B)||TOTAL FEE(A+B)|
|High Growth Fund||$120.00||$120.00||$240.00|
the MDA provider may make investment decisions you do not agree with. If it's in line with the investment program, you still have pay for the investment
the MDA provider makes investment decisions based on an agreed investment program. If your financial situation changes and you don't update them, the provider could make decisions that no longer
fees and costs can add up quickly and reduce your investment returns.