Architect Platform
Architect Platform Features
  • Advisory Platforms - ArchitectClient & Financial Advisor Determine Allocation
  • Wrap-Fee Trading Account
  • Mutual Funds, ETFs, NTF Funds, Equity, Fixed Income, etc.
  • May Exclude Certain Assets from Billing
  • No Rebalance Option
  • Option for Discretion
  • $50,000 Minimum Investment
Architect Platform Benefits
  • Automatic Fee Billing
  • Online Account Viewing at National Financial
  • For Financial Advisor and Client
  • All trades are entered on National Financial Streetscape technology
  • Online Performance Reporting
Architect Platform Fees
  • Allotted Number of Trades included based on Account Size (if over allotted trades, then $25 Transaction Charges are charged to the Financial Advisor)
  • Wrap Program, No Maintenance Fee
  • Mutual Fund Payout to Financial Advisor
 
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