Resources
Define your goals; Get on track to achieve them.
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 |
|---|---|
| First $0 - $1,000,000 | 1.00% |
| Next $1,000,001 - $2,000,000 | 0.80% |
| Next $2,000,001 - $10,000,000 | 0.40% |
| Next $10,000,001 - $20,000,000 | 0.30% |
| Next $20,000,001 and above | 0.20% |
In addition to Trust and Business Retirement Services, we offer two types of services for individuals: Wealth Management and Emerging Wealth.
