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Wes Gray 🇺🇸
@alphaarchitect
Marine. Ph.D. Dad x3. RIA/blog/education: ETFs: White label ETF:
加入 February 2011
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Is the workload stopping you from participating in a 351 exchange? We've made it simple. Something as seemingly complicated as a 351 exchange could stop you from taking action. But once you understand the process, contributing to an Alpha Architect 351 exchange is as easy as 1, 2, 3, 4. Here is the 10-minute, 4 step process to complete a 351 exchange with Alpha Architect: 1. Upload the portfolio. 2. Address any portfolio flags. 3. Upload two signed documents. 4. Verify account information. Done. If you believe a 351 exchange can help address portfolio and tax issues, you can contribute your appreciated holdings to the Alpha Architect U.S. Equity 5 ETF, AAUD, today. AAUD seeks to: • Follow the same strategy as our previous 351 exchange launches. • Deliver plain U.S. large blend exposure with a strategic dividend management overlay. • All for 0.09% total annual fund expense.¹ Have any questions? We will be running our final webinar on October 8, where Wes and Jack will be answering any and all questions, LIVE. Sign up now: To learn more about AAUD head to: ¹Acquired Fund Fees and Expenses (AFFE) currently stand at 0.00%, but final contributed assets may add to the number upon launch. AAUD's management fee and total annual fund operating expenses are 0.0945%.
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