This addendum is used to have clients sign off on the exclusion of specific advisory accounts from the Aggregate Billing Value (ABV) calculation used to determine breakpoints for tiered or linear fee schedules. For more information on Mutual's policy ...
Summary of policies that have been updated since January 1, 2025: Death of a Client This policy outlines the procedure for managing a client's account after their death to protect their assets and ensure a proper transition. Immediate Restriction: ...