Thursday, September 12, 2019
Retirement Transition Option
Changing to a "retail" FOLIOfn account is one of the options.
Click on this link
Choose the "Plan". The Basic Plan is probably good for most client's "long term" investments.
Once the "retail" account is open, the assets in the "institutional" account supervised by WS Wealth Managers Inc. can be transferred "in kind" to the new "retail" account.
Before the transfer, WS Wealth Managers Inc. will sell the WS Managed FOLIO holdings and buy the agreed upon mutual funds, ETF's and large cap stocks the client desires to hold for the long term, as well as a "cash" balance that can be used for purchases to be chosen at a later date by the client.
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