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Wealth Builder Portfolio
$500,000
minimum to open account(s). - Pre-retiree clients are
required to make a monthly savings commitment.
Account Builder Portfolio
Limited service accounts for clients that don't meet our
Wealth Builder Portfolio Minimums - Pre-retiree clients are
required to make a monthly savings commitment.
ANNUAL FEES:
First $250,000 1.50%
Next $250,000 1.00%
Next $500,000 .75%
Next $1,500,000 .60%
Next $2,500,000 .50%
Above $5,000,000 .35%
Multiple account balances may be grouped for billing.
Types of Accounts Available
Personal
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Joint and Individual
accounts
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Traditional IRA
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Roth IRA
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IRA Rollover
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SEP (Simplified Employee
Pension Plan) IRA
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403(b)
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KEOGH HR10
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Trusts
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UTMA Uniform Transfer to Minors Act Custodial
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529 College Savings
Accounts
Institutional
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