Resources
Client Login Sites
- Charles Schwab: www.schwaballiance.com
- Fidelity Investments: www.fidelity.com
- T.D. Ameritrade: www.advisorclient.com
- National Advisors Trust: www.nationaladvisorstrust.com
- Parsec Financial Login: Personal Quarterly Reports
- eMoney: Financial Planning Portal
Documents
Fee Schedule
| Billable Asset Level | Annual Rate |
|---|---|
| On first $1,000,000 | 1.00% |
| On next $1,000,000 ($1M-$2M) | 0.80% |
| On next $3,000,000 ($2M-$5M) | 0.60% |
| On next $10,000,00 ($5M-$15M) | 0.40% |
| On assets above $15,000,000 | 0.20% |