Investment Services & Insurance Products

 

  • BKS  Balanced Index Accounts (Growth > Income) *: Individual active management, asset allocation, exchange traded and mutual fund (equity sector funds and fixed income funds) accounts:  Annual 0.7% fee of assets under management, accrued quarterly. Brokerage commissions $0.00 to $25.00  per trade, buy or sell.  Exchange traded and mutual fund fees of 0.10% - 1.5% annually.  Total potential fees of 2.2% (including fund fees) plus brokerage commissions.  TD Ameritrade Institutional provides brokerage and custody services. 


  • BKS  Balanced Index Accounts (Income > Growth) *: Individual active management, asset allocation, exchange traded and mutual fund (equity sector funds and fixed income funds) accounts:  Annual 0.35% fee of assets under management, accrued quarterly.  Brokerage commissions $0.00 to $25.00  per trade, buy or sell.  Exchange traded and mutual fund fees of 0.10% - 1.5% annually.  Total potential fees of 1.85% (including fund fees) plus brokerage commissions.  TD Ameritrade Institutional provides brokerage and custody services.


  • Annuities, Life and Health Insurance:  Various independent third party marketers provide access to these products from numerous national insurance carriers. 


  • * Fees quoted are for direct business only.  Third party referred business fees may be higher.