Under review
A fee schedule is on record for this institution and is being reviewed. Fees will appear here once review is complete.
varies · Charged directly; covers custody, trade confirmation processing, corporate actions, and transfer fees. · Source
per item · Charged for every buy or sell transaction of stocks or ETFs. Amount varies based on investment type and amount invested. · Source
varies · Cash management fee for cash sweep services. · Source
varies · Cash management fee for checking services. · Source
varies · Hourly or fixed fee for financial planning and consulting services of limited duration or nature. · Source
per item · Fee for trading foreign securities or investments. · Source
per month · Ongoing quarterly fee charged as percentage of account value for investment advisory services. Amount varies based on advisory program and is negotiated with Professional. · Source
varies · Fees charged by investment products themselves (mutual funds, ETFs, annuities) in addition to LPL commissions and advisory fees. May include mortality, expense, administrative fees, and excessive transfer or early withdrawal fees. · Source
per item · Additional to asset-based fee in some advisory accounts. Amount varies. · Source
varies · Interest charged on borrowed amounts through securities-based loans. · Source
per item · Cash management fee for wire transfers. · Source
per month · Single asset-based fee covering advisory services, most transaction costs, and certain administrative and custodial costs. · Source
Swipe for source and notes →
| Fee | Amount | vs national median | Basis | Note | Source |
|---|---|---|---|---|---|
Other feesUnder review | |||||
| Account Maintenance Fee | — | — | varies | Charged directly; covers custody, trade confirmation processing, corporate actions, and transfer fees. | Source |
| Brokerage Commission (Transaction-based fee) | — | — | per item | Charged for every buy or sell transaction of stocks or ETFs. Amount varies based on investment type and amount invested. | Source |
| Cash Sweep Fee | — | — | varies | Cash management fee for cash sweep services. | Source |
| Checking Fee | — | — | varies | Cash management fee for checking services. | Source |
| Financial Planning Fee | — | — | varies | Hourly or fixed fee for financial planning and consulting services of limited duration or nature. | Source |
| Foreign Securities Fee | — | — | per item | Fee for trading foreign securities or investments. | Source |
| Investment Advisory Asset-based Fee | — | — | per month | Ongoing quarterly fee charged as percentage of account value for investment advisory services. Amount varies based on advisory program and is negotiated with Professional. | Source |
| Investment Product Fees | — | — | varies | Fees charged by investment products themselves (mutual funds, ETFs, annuities) in addition to LPL commissions and advisory fees. May include mortality, expense, administrative fees, and excessive transfer or early withdrawal fees. | Source |
| Per Transaction Charge (Advisory) | — | — | per item | Additional to asset-based fee in some advisory accounts. Amount varies. | Source |
| Securities-based Loan Interest | — | — | varies | Interest charged on borrowed amounts through securities-based loans. | Source |
| Wire Fee | — | — | per item | Cash management fee for wire transfers. | Source |
| Wrap Fee Program Fee | — | — | per month | Single asset-based fee covering advisory services, most transaction costs, and certain administrative and custodial costs. | Source |
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
14
Assets
$693.4M
Status: Under review
No verified fees yet, so there is nothing to benchmark on this page.
Financial Context
Financials as of Q2 2026 · NCUA call report
Total assets
$693.4M
Total deposits
$591.4M
Service charge income (year to date)
$3.6M
Fee income ratio
14.0%
Return on assets
1.06%
Financial profile · Pro
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