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.