Are there any fees I should be aware of?

There are a couple of fees that are important to note:

1.  The administration fee of $25 per quarter. This fee is easily waived for clients who meet at least one of the following criteria:

  • hold $15,000+ in cumulative assets OR
  • have an active recurring deposit/contribution of at least $100 monthly OR
  • make at least two trades per quarter OR
  • have been a client for less than 6 months

2.  A paper statement fee of $5 per quarter, which is charged to clients that receive paper statements and trade confirmations.

Visit the Commissions & Fees section of the website for more information on the fees applicable to your account.

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