- 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.