Monthly Service Fee

Annual Fee

Fee Based

Minimum Initial Investment

Accounts Supported

Individual Non-Retirement Accounts

Joint Non-Retirement Accounts

Roth IRA

Traditional IRA

Rollover IRA

SEP IRA

Trusts

529 College Savings Plans

Employer Sponsored Plans

Custodial Accounts

Investment Features

Automatic Rebalancing

Full-service Brokerage

SEC Registered

State Registered

Registered Investment Advisor

Access to human advisors

Daily Tax-loss Harvesting

Direct Indexing

Advanced Indexing

U.S. AUM (billions)

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