Investments
Quick Facts
- Over 20 Money Manager Firms
- Over 100 Separately Managed Account Strategies
- Over 100 Mutual Funds & ETF Selections
Large Account Program
- $15,000 account minimum
- 1.0% Program Fee* plus Maximum 1.4% Advisor Fee
Small Account Program
- $2,000 - $15,000 account minimum
- .50 -.75% Program Fee plus Maximum 1.4% Advisor Fee