| Edge Platform Features |
Choice Platform Features |
Structure Platform Features |
Architect Platform Features |
- NTF (No Transaction Fee) Mutual Funds
- NTF list available
- Client & Financial Advisor Determine Allocation
- Systematic Rebalance
- Semi-annually or Annually
- Option for Discretion
- $25,000 Minimum Investment
|
- 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
|
- Open Architecture
- Mutual Funds, ETFs, NTF Funds, Equity, Fixed Income, etc.
- May Exclude Certain Assets from Billing
- Client & Financial Advisor Determine Allocation
- No Rebalance Option
- Option for Discretion
- $25,000 Minimum Investment
|
- Client & 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
|
| Edge Platform Benefits |
Choice Platform Benefits |
Structure Platform Benefits |
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
|
- 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
|
- 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
|
- 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
|
| Edge Platform Fees |
Choice Platform Fees |
Structure Platform Fees |
Architect Platform Fees |
- $0 Maintenance Fee paid by Client or Financial Advisor on Accounts over $100,000
- $75 Maintenance paid by Client or Financial Advisor on Accounts under $100,000
- Mutual Fund Payout to Financial Advisor
|
- $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
|
- $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
|
- 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
|
