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Equity on Secfi
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Secondary sale
Advice & Wealth
Advisory & Wealth General
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Cost and Fees
Wealth Management Overview
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Help Center
Advice & Wealth
Cost and Fees
Equity and shares
Equity on Secfi
Equity on Carta
Equity on Shareworks
Your Secfi Portfolio
Financing
General
Products and fees
Eligibility requirements
Secondary sale
Advice & Wealth
Advisory & Wealth General
Offerings
Cost and Fees
Wealth Management Overview
Privacy
Account
How can I pay my quarterly Wealth management fee?
The quarterly fee will be directly deducted from your managed account. You can see a detailed invoice of the charges at any time.