Fee Schedules

Margin Rates:
Loan Size Rate
$0 to $24,999.99 NFS Call + 2.50%
$25,000.00 to $49,999.99 NFS Call + 2.00%
$50,000.00 to $74,999.99 NFS Call + 1.50%
$75,000.00 to $99,999.99 NFS Call + 1.00%
$100,000.00 and up NFS Call + 0.75%
Service Fees:
Service Fee
144 Transfer Fee $150
Annual Alternative Investment Fee (capped @ $200/Account) $75
Alternative Investment TRF/Re-Registration $50
Annual Inactivity Fee $50
Bounced Check $30
Certificate Request – DRS eligible $10
Certificate Request – Non DRS eligible $220
Full Transfer of Assets (Out) $95
IRA Annual Fee $35
IRA Outgoing Wire $15
Legal Transfer $50
Outgoing Wire $25
Rejected Stock Certificate $25
Reorganization Fee (ONLY for physical certificates) $50
Safekeeping Fee (per physical certificate) $5 per month
Stock Dividend All Agent Fees Apply