Pricing

Value Advantage Select Platinum
Account Type Managed Managed Managed Managed
Level of Investment $75,000-99,999 $100,000-249,000 $250,000-999,999 $1,000,000+
Opening Account
Email Support
Currency Conversion
Portfolio Creation
Portfolio Execution
Detailed Quarterly reports
Password renewal
Tax Report Preparation
Additional funds allocation
Investment Advising
Total cost (bundled) 1.60% Annual Management Fee 1.35% Annual Management Fee 1.20% Annual Management Fee Begins at 1.00% and declines
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