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Account Market Value1
Annual Net Advisory Fee2
Next $1,000,000 and over
1. Account Market Value is the daily weighted average market value of assets held in the Advisory Account during the quarter after the close of business on the last trading day of the quarter
2. The Maximum Annual Net Advisory Fee is the highest direct fee charged to any client in the Online MIP Program at the specified Account Market Value breakpoint. As the market value of the account reaches a higher breakpoint, as shown in the table above, the assets within that higher breakpoint category are charged a lower rate.
For non-U.S. residents: To apply online for a U.S. Trading Brokerage account, you must be a U.S. resident with a Social Security Number. For non-U.S. residents wanting to open a U.S. Trading Brokerage account, please click here.