NorthAmerica
Zinvest Financial does not charge a management fee ortrading fee for basic portfolio management programs and client self-directedinvestments.
Management Fee: 0
Trading Fee: 0
There are circumstances in which third party regulatoragencies, clearing firm or banks will charge a transaction-based fee. Pleasereview the schedule below for more information. Zinvest Financial does notprofit from or receive any portion of fees charged by the third parties.
Fees charged by third parties:
Pass-through Trading Fee
Items | By whom |
---|---|
SEC Transaction Fee | Pass Through |
FINRA Trading Activity Fee | Pass Through |
Market Venue Charges | Pass Through |
Clearing Fee | Pass Through |
Pass-through Transfers
Items | Charges |
---|---|
Bank Transfer (ACH) Deposits and withdrawals up to $50,000 | 0 |
Returned Checks/ACH/Wires and Recalls/Wire Amendment | $30 per item |
Wire Transfer (Domestic) | $30 per wire |
Wire Transfer (International) | $50 per wire |
Account Transfer (Incoming) | 0 |
Account Transfer (Outgoing, ACAT Only) | $75 |
Pass-through Miscellaneous
Items | Charges |
---|---|
Print and Mail (Confirms, Statements, Tax Reports) | $5 per item |
Electronic Statement and Confirms | $0 |