| Choice Platform Features |
 Client & Financial Advisor Determine Allocation- Mutual Funds, ETFs, NTF Funds
- Systematic Rebalance
- Semi-annually or Annually
- No Rebalance Option
- Option for Discretion
- $25,000 Minimum Investment
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| Choice 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
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| Choice Platform Fees |
- $25 Transaction Charges (Financial Advisor can opt to pay)
- $0 Maintenance Fee paid by Client or Financial Advisor on accounts over $100,000
- $75 Maintenance Fee paid by Client or Financial Advisor on accounts under $100,000
- Mutual Fund Payout to Financial Advisor
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