Back to BlogANNUAL ADMINISTRATION FEES
Publicly Traded Securities
| Annual Fee | $135 Flat Rate |
PROCESSING FEES
| Mutual Fund Trade Fee | $10/trade |
| Trade Fee (All Other Public Equity) | $10 |
| Transfer Agent Commission (1-150 shares) | $2.50 |
| Transfer Agent Commission (151+ shares) | $0.03/share with a $2.50 minimum and $150 maximum |
