When will I be charged the monthly wrap fee?

Beginning January 1, 2019, Honest Dollar will charge the monthly wrap fee at the end of each quarter (every three months). For example, instead of charging you the applicable fee each month, you will be charged the cumulative fees for the previous three months.

For individuals, Honest Dollar will start charging the monthly fee after your retirement account has been funded. This monthly fee will be deducted from your retirement account.