One Day In July |
Morgan Stanley |
|
|---|---|---|
| Low advisory fee (see Morgan Stanley's various fee statements in these documents) | See our fees here |
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| Advisory fees are clearly posted on the firm’s website | ||
| Primarily recommends low-cost index funds | ||
| Acts as a fiduciary to clients in 100% of firm's accounts | ||
| Firm does not use proprietary funds (which may involve a conflict of interest) | ||
| Firm does not participate in mutual fund revenue sharing agreements | ||
| Firm does not sell actively managed funds | ||
| Firm does not sell annuities | ||
| Clients have the option to meet with their Advisor in person |
"Morgan Stanley" is a registered trademark of Morgan Stanley. This table is intended to compare firm attributes as they relate to retail clients.
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