How are fees calculated?
Your first month is free! After that, Fees will be calculated for the upcoming month based on the average daily balance of the previous month, NOT the account balance on the first, last or any single day during the month. The fee for the subject month will be assessed at or near the anniversary date on which your account was opened and will be calculated per the fee schedule as follows:
1) Accounts with an average daily account balance over $1 but less than $5,000 will be charged a fee of $1 dollar per month for Stash Invest and $2 per month for Stash Retire;
2) Accounts with an average daily balance of $5000 and greater will be charged a fee of 0.25% per year or about 0.021% per month. Example: For an account with an average daily balance of $5,000, the monthly fee would be about $1.04 per month;
3) Accounts that have an average daily balance of less than $1 will not be charged.
Q. What are the Apex Clearing custodial account maintenance and bank transfer fees?
Below is a list of Apex fees clients may incur that are not included in the Wrap Fee. These fees would be incurred based on a client’s request, beyond our control and accordingly excluded from the fees and services covered by the Wrap Fee. Should a client incur any of these fees, such client will…
Q. What are the trading fees?
There are no add-on trading or electronic statement fees and making deposits and withdrawals are free! Instead, we do a simple fee of $1 a month for accounts with under $5000 and 0.25% a year for accounts over $5000 (which comes out to $12.50 a year for an account value of $5000). Here’s how we…
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