Non-Discretionary Investment Management Accounts

We manage your money and recommend investments while you maintain final approval on all purchases and sales.

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. 

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Investment and Advisory products:
NOT FDIC INSURED • NOT BANK GUARANTEED • NOT A DEPOSIT • MAY LOSE VALUE.