Helping customers in the ever changing investment market requires good experience and skills. Our fees are carefully structured to be fair and reasonable to maintain the high level of services. We can do well only when our customers do well. We are in this together. Here is our Client Relationship Summary.
Online Self Service:
Stocks: $4.88 plus $0.025 per share
Options $4.88 plus $1.75 per contract
Trading Platform Fee: $25 per month. Free if account value is over $100,000.
Advisor Assisted:
Stocks: $95.00 plus$0.05 per share
Options: $95.00 plus $5.00 per contract
$2.79 pass thru confirmation fee for each trade.
Registered Financial Consultant Hourly Rate : $350.00
Inactive Account Fee: $45 per month for inactivity.
Registered Investment Advisory Service ( coming soon ) Rate is scheduled to be: 1.95 % of asset for account less than $250,000; 1.45% for account size between $250,000 to $1,000,000 ; 0.95% for account size over $1,000,000 respectively. One of they main advantage on our Advisory is that we use a very straight loss mitigation policy to protect the core asset value.
We have special strategies for ultra high net worth individuals and institutions who demand the best brains in this business.
Fees are negotiable for active, accredited or institutional investors. Mobile or Desktop Access Fee : Free if averaged monthly account balance is over $250,000 USD, Or $100 per month. Please see Fee List, which is updated periodically.
Transactions in low-price securities are highly discouraged. Special fees and and manual registrations may be required for settlement of transactions which may incur additional clearing and exchange costs of up to FIVE cents per share or higher.
One of CIG 's goal is to be as green as possible. Therefore, most communication are done via email. Account statements and confirmations are provided electronically free of charges. Paper documentation will be provided at the current rate of $2 per page plus postage.