Under review
A fee schedule is on record for this institution and is being reviewed. Fees will appear here once review is complete.
per year · Lower tiers and reduced rates for higher asset levels · Institution’s schedule
per year · Lower tiers and reduced rates for higher asset levels · Institution’s schedule
per item · Generally ranging from 0.75% to 5.75%, varies based on type and amount of investment traded · Institution’s schedule
per item · Ranges from 0.75% to 5.75%, varies by type and amount of investment traded · Institution’s schedule
per year · Lower tiers and reduced rates for higher asset levels · Institution’s schedule
per year · Lower tiers and reduced rates for higher asset levels · Institution’s schedule
per year · Lower tiers and reduced rates for higher asset levels · Institution’s schedule
per year · Lower tiers and reduced rates for higher asset levels · Institution’s schedule
per year · Varies by manager · Institution’s schedule
per year · Applies to Advisory Solutions accounts with separately managed accounts · Institution’s schedule
Swipe for source and notes →
| Fee | Amount | vs national median | Basis | Note | Source |
|---|---|---|---|---|---|
Other feesUnder review | |||||
| Annual Platform Fee | $0.05 | — | per year | Lower tiers and reduced rates for higher asset levels | Institution’s schedule |
| Annual Program Fee | $1.35 | — | per year | Lower tiers and reduced rates for higher asset levels | Institution’s schedule |
| Commission and Sales Charges | — | — | per item | Generally ranging from 0.75% to 5.75%, varies based on type and amount of investment traded | Institution’s schedule |
| Commission/Sales Charge - Select Account | — | — | per item | Ranges from 0.75% to 5.75%, varies by type and amount of investment traded | Institution’s schedule |
| Platform Fee - Advisory Solutions | $0.05 | — | per year | Lower tiers and reduced rates for higher asset levels | Institution’s schedule |
| Platform Fee - Guided Solutions | $0.05 | — | per year | Lower tiers and reduced rates for higher asset levels | Institution’s schedule |
| Program Fee - Advisory Solutions | $1.35 | — | per year | Lower tiers and reduced rates for higher asset levels | Institution’s schedule |
| Program Fee - Guided Solutions | $1.35 | — | per year | Lower tiers and reduced rates for higher asset levels | Institution’s schedule |
| SMA Manager Fees | — | — | per year | Varies by manager | Institution’s schedule |
| SMA Manager Fees - Advisory Solutions | — | — | per year | Applies to Advisory Solutions accounts with separately managed accounts | Institution’s schedule |
Fee change alerts
We'll write once its fee schedule is verified, and again whenever a verified fee changes. Nothing else.
Headline fees published
0 of 15
Published fees
0
Under review
11
Assets
$160.5M
Status: Under review
No verified fees yet, so there is nothing to benchmark on this page.
Financial Context
Financials as of Q2 2026 · FDIC call report
Total assets
$160.5M
Total deposits
$500K
Service charge income
$0
Fee income ratio
0.00%
Return on assets
13.27%
Branches
1
Service charge income by quarter
Financial profile · Pro
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