For the Do-It-Yourselfer
Low fee accounts. Professionally designed and managed. Get advice when you need it most.
Low-fee options for investors
If you’re the type of investor who prefers to do things independently, our Core accounts and resources will help you build and maintain a diversified portfolio. We provide extensive resources combined with predesigned accounts that cover all industries and sectors. It gives independent investors a way of developing a long-term asset management strategy and an investment portfolio that is more tax-efficient and diversified.
Lower investment costs keep more of your money working for you
See how we keep your long-term costs down, so you have a better chance of long-term investing success.
*Based on maximum Core accounts management only. Wealth management fees differ. View the full schedule for complete details.
Fees Over Ten Years*
See how much you might pay in fees over the long-term