PFSGROUP STRATEGIC WEALTH BUILDERS

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

  • Initial investment minimum: $50,000
  • Commission is typically 1% to 5% of the total trade (including transaction costs) and varies according to the cost and number of shares purchased
  • Investment objectives include Preservation of Capital, Income, Growth with Income, Growth, and Aggressive Growth
  • Portfolio holdings vary according to investment objective

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.

CONTACT 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.

STANDARD BROKERAGE ACCOUNT

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