One of the many benefits of having a Personal Portfolio with MFWM is that there is no charge to add money to your account. You should of course check with your originating bank or brokerage to see if they charge any transfer or other fees.
When it comes to withdrawals there are a few considerations:
- Your custodian may charge a processing fee based on the type and frequency of withdrawals. More information is available on the Custodian FAQ page.
- If positions need to be sold, typical trading fees would be applied along with generating taxable gains or losses inside non-retirement accounts.
Let's see what we'd recommend for you
It all starts by filling out this form. It’s secure, and completely free. You’ll answer a few questions about your income level, time horizon, risk tolerance, and financial goals. Then we’ll provide a personalized asset allocation recommendation specifically for you.