Sometimes, you get more than you pay for
What are your investment fees and charges? Your specific fees will vary depending on:
- Your account level,
- Services you’re using,
- Whether you are a client
Not a client?
Investment advisory services are set at $200 per hour during regular business hours, $325 per hour on weekends and after regular business hours.
Tax advisory and accounting services are set at $175 per hour during regular business hours, $250 per hour on weekends and after regular business hours.
Account holders
Options trades – $0.50-$1.08
Bond/CDs – $1 per Bond/CD
Mutual Fund redemption – $39.95 if held less than 90 days
Margin Rates – Base lending rate is 1.582%
- Loan amount $99,999 or less ——– base + 8.25%
- Loan amount $100,000 – $1 million——– base + 7.25%
- Loan amount $1 million+ —————-Please speak to an advisor
Managed account – 2.5% of net annual gains
Tax Filing – $49.99
Late Deposit fee – $25 per day
Return Deposit fee – $20
Full Account Transfer – $49.99 for Individual & Joint Account. Free for Custodial, Trust, Estate and Business accounts
Same day bank transfer – $30
BTC withdrawal fee – 0.0005
Duplicate statements – $5 per document (for any number of pages)
Gold Level – 0.10% Management Fee Discount
Platinum Level – 0.20% Management Account Fee Discount
Platinum Honors – 0.35% Management Account Fee Discount
Platinum Honor members have most fees and charges waived. Margin rates still apply