Regardless of your portfolio size, we seek to provide you
with solid investment options.

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 our management team's expertise and stock-picking with a moderate initial investment.

ACCOUNT SPECIFICS

PORTFOLIO* MINIMUM
Income $250,000
Strategic Real Return $100,000
Dividend Growth $100,000
Growth with Income $100,000
Growth $100,000

*Portfolio holdings vary according to approach

ACCOUNT DETAILS

Minimums | Investment Instruments | Portfolio Holdings
Global Stock Exchanges & Currencies | Portfolio Turnover
Reporting & Communication | Other Fees & Costs | Clearing Services


INVEST WITH US

If you are interested in opening an account, please complete our Invest with Us inquiry form or call us directly at (888) 486-3939 or (858) 487-3939.


Three companies sharing the same vision
At PFS Group, we are committed to helping you build, maintain, and preserve your wealth