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Can I purchase Series F mutual funds without going through an advisor?



Our response:

Series F units of mutual funds tend to be available only through a financial representative, often through a fee-based account where you pay a single annual fee for services. Typically advisors who offer this type of service are registered in the category of “Portfolio Manager”.

Here is more information about different mutual fund fees and characteristics of different fund series. You may also be interested to learn more about ways advisors are paid. Make sure to always check the registration of any individual or firm you invest your money with. You can check registration by visiting our website

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