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Feature Breakdown

Fee Based  
Monthly Fee $0 - $25
Management Fee 0.25% - 0.6%
Account Transfer Fee $0 - $70
Account Termination Fee $10 - $35
Minimum Account $50
Software Managed  
Independent/Registered Investment Advisor  
Accounts Supported
  • 529 College Savings Plans
  • Custodial Accounts
  • Individual Non-retirement Accounts.
  • Joint Non-retirement Accounts.
  • Rollover IRA
  • Roth IRA
  • Traditional IRA
  • Trusts
Automatic Rebalancing  

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