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Rules & regulators
Assets under advice: the value of the investments your adviser advises you on. An AUA fee is a percentage of this amount.
AUA is not money the adviser holds. Your investments stay in your own accounts; the figure comes from statements you share so a percentage fee can be worked out.
Assets under advice: the value of the investments your adviser advises you on. An AUA fee is a percentage of this amount.
AUA is not money the adviser holds. Your investments stay in your own accounts; the figure comes from statements you share so a percentage fee can be worked out.