Breakpoint, for load mutual funds, is the dollar amount for the purchase of the fund’s shares that qualifies the investor for a reduced sales charge. Breakpoints offer investors a discount for making larger investments. The purchase may either be made in a lump sum or by staggering payments within a specified period of time. The latter form of investment purchase in a fund must be documented by a Letter of Intent (LOI).
Maryland Office
9099 Ridgefield Drive Suite 101
Frederick, MD 21701
VP: (240) 439-6889
Voice: (240) 379-6929
Fax: (240) 379-6909
Texas Office
611 S. Congress Ave. Suite 440
Austin, TX 78704
VP/Voice: (512) 410-0739
Fax: (512) 692-2990
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*Securities and Investment Advisory Services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Traditional/Fixed Insurance offered through Kramer Wealth Managers which is not affiliated with Osaic Wealth. This communication is strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside of the United States. Neither Osaic Wealth, nor its registered representatives, offer tax ore legal advice. For assistance with these matters, please consult your tax or legal advisor.
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This communication is strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside the United States.
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