Investment advisory program with the advanced features expected from online investing with a professionally managed portfolio- at a low cost.
- Minimum Investment: $5,000
- Annual Account Fee: $20 per year (assessed by LPL for accounts below $10,000)
- Annual Platform Fee: .35%
- Exchange-Traded Fund (ETF) Weighted Average Expense Ratio: .15%
- Management Fee: .50%
- Dedicated onboarding specialist via Frontwave Investment Services
- Investment strategies aligned to your goals
- Professional portfolio management
- Guidance through the goal setting process
- Personalized service available at Frontwave Investment Services