STANDARD BROKERAGE ACCOUNT (PSC)
Whether you're just starting to build a portfolio, or aren't yet comfortable committing a sizeable portion of your portfolio to an advisor you haven't worked with before, our standard brokerage account offers you the opportunity to take advantage of Jim Puplava's expertise and stock picking with a moderate initial investment.
ACCOUNT SPECIFICS
| INVESTMENT OBJECTIVE* | MINIMUM | MGMT FEE | TRADE COSTS** |
|---|---|---|---|
| Strategic Real Return | $100,000 | n/a | 1%-5% |
| Growth with Income | $100,000 | n/a | 1%-5% |
| Growth | $100,000 | n/a | 1%-5% |
| Aggressive Growth | $100,000 | n/a | 1%-5% |
*Portfolio holdings vary according to investment objective
**Commissions charged on transactions in Standard Brokerage Accounts are calculated based on the number of shares being purchased or sold and the cost per share, and/or investment instrument used, and/or total amount of transaction.
SPECIAL FEATURES
We measure our performance by the success of your account growth. Therefore, all purchases are at standard commissions with standard transaction fees. However, if we recommend the sale of a security held in the account with an investment return less than 10%, you will only be charged required transaction charges.
This feature is only applicable to PFS Group's Standard Brokerage Account offerings.
ACCOUNT DETAILS
Minimums | Management Fees & Trade Costs
Performance | Investment Instruments | Portfolio Holdings
Global Stock Exchanges & Currencies | Portfolio Turnover
Investment Time Horizon | Maintaining Investment Minimums
Reporting & Communication | Other Fees & Costs | Clearing Services
INVEST WITH US
If you are interested in our Standard Brokerage Account, please complete our Invest with Us inquiry form or call us directly at (888) 486-3939 or (858) 487-3939.
