Fee Adjustments in StyleADVISOR by David Kirkman, Ph.D.

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Wed, 2015-02-11

In Zephyr StyleADVISOR 8.5 release, the ability to add or remove fees from a return series has been added. This article on fee adjustments explains the precise meaning of these parameters and the math that Zephyr StyleADVISOR uses to modify a return series if a fee adjustment has been requested. 


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