Help: How to figure out expense ratio/advisor fees?

Hi YNABers,

I am trying to navigate the source and amts of fees I am paying for having just a regular brokerage/taxable held in TD Ameritrade, but facilitated by primerica. I am not even sure where I should look first. I think I can provide a little more context as a discussion unfolds, but I guess my first question is:

What names of documents should I seek to find to get started understanding the fee structure? Thanks!

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  • Hey, RC! This is a fabulous question, and I think you might have better luck talking with a financial advisor. Good luck!

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  • Thanks :)

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