fee-disclosure
Evaluate whether the substance of fee and cost disclosures is complete, accurate, and not misleading across advisory, brokerage, fund, and retirement plan contexts. Use when the user asks whether Form ADV Item 5 fee content is adequate, prospectus fee table format, Reg BI cost disclosure content, 12
By joellewis · 526 installs
npx skills add joellewis/finance_skills --skill fee-disclosure