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General Information |
| Product/Service name: managed accounts
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| Price (start-up cost, annual fee, monthly fee, one-time cost, etc.): incentive fees
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Brief service description:
manage trading accounts
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This service is best suited for:
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Markets followed:
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Brokerage Information
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Brokerage services:
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| Minimum account size (ex. $2000): $25,000
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| Base commission rate (ex. $19.95): N/A
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Brief explanation of margin rates, if applicable:
N/A
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Are discretionary account management services offered?
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Recommendations
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| Recommendations made: N/A
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Recommendations made via:
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Buy Recommendations:
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Sell Recommendations:
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Recommendations and research based on:
| Fundamental analysis
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Technical analysis
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Features
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| Performance reports: Yes
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| Does this service offer futures and options trading? Yes
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Charts:
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Technical features:
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Support
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| Hours available for contact (EST): varies-only managed accounts accepted
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Support:
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Additional Information
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Additional comments:
request disclosure document, no brokerage or guided accounts
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