Percentage of Families with no long-term investment strategy
Trust and Estate Accounts
TRUST
Trust and estate accounts are useful for administering assets that are subject to trust or estate terms. Estate accounts are set up to administer a person’s estate after death. Trust accounts hold assets until they are used on behalf of family members or other beneficiaries.
| Account Minimum | $5,000 |
| Available Account Structures | Managed, Prime |
| Fees | Learn more about Fees and Commissions |
| Important Information | Must be 21 or older to open a margin account, 18 or older to open a cash account. |
ESTATE
A joint account lets two or more individuals invest in stocks, bonds, mutual funds, ETF’s, and more. Take advantage of Global Advisers research and tools, asset allocation modeling, expert insight, and investment guidance.
| Account Minimum | $5,000 |
| Available Account Structures | Managed, Prime |
| Fees | Learn more about Fees and Commissions |
| Important Information | Must be 21 or older to open a margin account, 18 or older to open a cash account. |
CHARITABLE
Invest on behalf of a child with this taxable account. The funds can be used for any expenses, including education.
| Account Minimum | $5,000 |
| Available Account Structures | Managed, Prime |
| Fees | Learn more about Fees and Commissions |
| Important Information | Learn more about College Planning |
Accounts for Individuals & Families
Trust and estate accounts are useful for administering assets that are subject to trust or estate terms. Estate accounts are set up to administer a person’s estate after death. Trust accounts hold assets until they are used on behalf of family members or other beneficiaries.
| Account Minimum | $5,000 |
| Available Account Structures | Managed, Prime |
| Fees | Learn more about Fees and Commissions |
| Important Information | Must be 21 or older to open a margin account, 18 or older to open a cash account. |
An individual account lets you invest in everything from stocks and bonds to mutual funds, ETFs, and more. Take advantage of Global Advisers research and tools, asset allocation modeling, expert insight, and investment guidance.
| Account Minimum | $100,000 Managed; $5,000 Prime |
| Available Account Structures | Managed, Prime |
| Fees | Learn more about Fees and Commissions |
| Important Information | Must be 21 or older to open a margin account, 18 or older to open a cash account. |
A joint account lets two or more individuals invest in stocks, bonds, mutual funds, ETF’s, and more. Take advantage of Global Advisers research and tools, asset allocation modeling, expert insight, and investment guidance.
| Account Minimum | $5,000 |
| Available Account Structures | Managed, Prime |
| Fees | Learn more about Fees and Commissions |
| Important Information | Must be 21 or older to open a margin account, 18 or older to open a cash account. |