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Fees

Feature Value
Minimum Deposit 5000 The minimum deposit required to open an account.
Annual Fee - $5,000 0.30% Annual management fee charged (excludes individual fund fee) for a $5,000 portfolio.
Annual Fee - $25,000 0.30% Annual management fee charged (excludes individual fund fee) for a $25,000 portfolio.
Annual Fee - $50,000 0.30% Annual management fee charged (excludes individual fund fee) for a $50,000 portfolio.
Annual Fee - $100,000 0.30% Annual management fee charged (excludes individual fund fee) for a $100,000 portfolio.
Annual Fee - $1,000,000 0.30% Annual management fee charged (excludes individual fund fee) for a $1,000,000 portfolio.
Avg Funds Expense Ratio - Conservative 0.05% Average annual portfolio expense ratio charged for a conservative designated portfolio.
Avg Funds Expense Ratio - Moderate 0.20% Average annual portfolio expense ratio charged for a moderate designated portfolio.
Avg Funds Expense Ratio - Aggressive 0.45% Average annual portfolio expense ratio charged for an aggressive designated portfolio.

Account Features

Features

Feature Value Definition
Tax-Loss Harvesting No Tax-loss harvesting is offerred as an additional benefit.
529 Plans No Clients can open a 529 college savings plan.
CFP Access No Clients have access to Certified Financial Planner (CFP) professionals to assist with portfolio decisions.
Phone Support Yes Offers phone support.
Email Support Yes Offers email support.
Live Chat Support Yes Offers live chat support.

Tools

Feature Value Definition
Goal Tracker - Basic No A basic goal tracker is provided to assist with retirement planning.
Goal Tracker - Advanced No Using an advanced goal tracker, clients can view automated savings recommendations and tweak other variables to assess results to their goal success probability.
External Accounts Analysis No Link an external portfolio and analyze the positions as well as current fees being paid.
Market Research Reports No Offers market updates, analysis, and research reports.
iPhone App Yes Offers a downloadable iPhone app through the iOS app store.
Android App Yes An Android smartphone app available in the Google Play store.

All pricing data was obtained from a published web site as of 2/20/2017 and is believed to be accurate, but is not guaranteed. The StockBrokers.com staff is constantly working with its online broker representatives to obtain the latest pricing data. If you believe any data listed above is inaccurate, please contact us using the link at the bottom of this page.

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