Advisory Fees

Mutual Funds, Exchange Traded Funds, Variable Annuity Accounts:         1%  Per Year

Stocks, Exchange Traded Funds                                                              1.5% Per Year

Stocks, Exchange Traded Funds, Options                                                 2%  Per Year 

$14.95 per Stock trade up to 5000 shares and then .03 per share over 5000

$14.95 per Mutual Fund Trade

$14.95 per Option Trade Up to 10 Contracts

Quarterly fees are deducted from the account or billed at the beginning of each quarter.

Tax Preparation Fees

Individual Returns:        $40 per schedule or form

Business Returns:         $100 per business related schedule & form.  $40 for all other schedules or forms

10% discount for droping off or mailing your documents.

20% discount for emailing or using our website upload feature Here

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