Privacy Policy
Any information on
individuals or institutions operating through Alliance Investment Management will be retained in complete privacy. |
|
 Fees & Commissions |
| Account Opening Fees: |
$500.00 per account |
| Account Closing Fees: |
$500.00 minimum per account |
Portfolio Management
-Alliance designs and manages a personalized client portfolio-
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| Discretionary Management: |
2% Annual Fee |
Fees are payable in January of each year, otherwise prorated. |
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Online or Broker Assisted
Trading and Execution
-For clients wishing to trade their own account-
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| Custodial Services: |
$1,000.00 per annum |
| Online Trading Services: |
$2,000.00 per annum |
| Commissions: |
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| U.S.
Equities: |
8 cents per share
Negotiable with volume minimum cost per ticket $40.00 |
| Foreign Equities: |
1 ½% of principal transaction
Minimum cost per tickets $300.00 |
| ACAT or DTC Transfer of Securities: |
$0.01 per share, subject to $100 minimum. |
| Cash Transaction Charges: |
$25.00 per transaction plus tiered-bank charges |
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Corporate Services
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| Registered Office Administration: |
$2,000.00 per annum |
| Managed Company: |
$5,000.00 per annum |
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Preferred Clients - Fees Negotiable
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