Non-Discretionary Investment Management Accounts
Much like our discretionary investment accounts, our Non-Discretionary Account comes with expert investment management advice and administrative services, but you retain the right to make final decisions regarding all purchases and sales.
Investment Account Fee Schedule
Please contact one of our Wealth Management professionals for more information regarding investment management fees.
Investment and Advisory products:
NOT FDIC INSURED • NOT BANK GUARANTEED • NOT A DEPOSIT • MAY LOSE VALUE.