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STRATEGIC EQUITY PORTFOLIO SCHEDULE A ATTACHED and made a part of the Step Investment Advisory Accounts Agreement DATED BETWEEN Strategic Investment Solutions, Inc. (ADVISOR), and (CLIENT). FEES FOR
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Schedule A fees is for reporting fees paid or received for services rendered by an individual or business.
Individuals or businesses who have paid or received fees for services rendered are required to file schedule A fees.
To fill out schedule A fees, you need to report the amount of fees paid or received, the date of the transaction, and the reason for the payment.
The purpose of schedule A fees is to track and report fees paid or received for services rendered for tax reporting purposes.
The information that must be reported on schedule A fees includes the amount of fees paid or received, the date of the transaction, and the reason for the payment.
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