ANNUAL ADMINISTRATION FEES
Publicly Traded Securities
Annual Fee | $135 Flat Rate |
PROCESSING FEES
Mutual Fund Trade Fee | $50/trade |
Trade Fee (All Other Public Equity) | $50 |
Transfer Agent Commission (1-150 shares) | $2.50 |
Transfer Agent Commission (151+ shares) | $0.03/share with a $2.50 minimum and $150 maximum |