Still have a question that needs an answer?
If you have a question that wasn't answered in our FAQs, email us.
What is automatic rebalancing?
Investment options that seek to maintain a stable asset allocation (such as 20% stock, 80% bond) are reviewed by fund managers on a daily basis to ensure target allocation remains consistent. Some investment options, such as target retirement accounts, may change allocation over time based on long-term goals and strategies.
Maintenance fee may be applied
Accounts having a balance below $25,000 may be subject to an annual maintenance fee of $250.
You are eligible for special rates
Our premier clients enjoy reduced pricing to further maximize their impact.
Our representatives are happy to guide you through.