Fee based investing

For investors looking for more than just the ability to buy and sell investments, there’s the OnPoint™ Fee-Based Account. This fee-based solution enriches your investment experience with unlimited advice from a seasoned expert, a predefined number of free trades annually and access to timely proprietary research – all with one transparent monthly, quarterly or annual fee.

Investments available include F-Class mutual funds, index funds, exchange traded funds, stocks and bonds.

OnPoint™ Fee-Based Account may be right for you if you:

  • Have a combined household minimum of $100,000 to invest
  • Need expert advice and long-term investment solutions
  • Want one comprehensive fee upfront, so you can focus on your portfolio and not on trade commissions