Do-It-Yourself
| Quarterly Fee | 0.1% of assets under management |
|---|---|
| No minimum fee | |
| Basic | included |
| Bonus | for an additional fee |
| Premium | not available |
| Click to get started. | |
Collaborative
| Quarterly Fee | 0.25% of assets under management |
|---|---|
| $1,000 minimum quarterly fee | |
| Basic | included |
| Bonus | included |
| Premium | not available |
| Call 434-244-0000 or Contact Us. | |
Comprehensive
| Quarterly Fee | 0.25% or less according to our Fee Schedule |
|---|---|
| $2,500 minimum quarterly fee | |
| Basic | included |
| Bonus | included |
| Premium | included |
| Call 434-244-0000 or Contact Us. | |
Basic Services
Bonus Services
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