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Investment Trust AccountBonita Springs FL

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Bonita_springs Investment Trust Account
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Investment Trust Account inBonita Springs

When a trust is created, the trustee can open a brokerage account and manage the investments much like an investor does with a traditional brokerage account. The trustee can delegate management of the account to a registered investment adviser, following any guidelines established by the trust documents drafted by an estate-planning attorney. Fidelity, our custodial partner, has a good primer on trusts here https://www.fidelity.com/life-events/estate-planning/trusts.
Investment Trust AccountBonita Springs FL

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