Advisor Fees

Advisor Fees

 

  • Monthly Service Fee – $400 includes:
    • E&O coverage
    • National Financial Wealthscape or Pershing NetX360
    • SMARSH email review
    • Cost of audits
    • Access to Securities America’s subject experts
       
  • Monthly Technology Fee – $55 includes:
    • National Financial MyWealthscape or Pershing NetXInvestor client access
    • Unlimited permanent document storage
    • Mobile access
    • Securities America’s Business Center
    • Dashboard 2.0 and reports
       
  • Outside Activities Fee – $50

 

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