Do-It-Yourself

Quarterly Fee 0.1% of assets under management
No minimum fee
Basic included
Bonus for an additional fee
Premium not available
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Collaborative

Quarterly Fee 0.25% of assets under management
$1,000 minimum quarterly fee
Basic included
Bonus included
Premium not available
Call 434-244-0000 or Contact Us.

Comprehensive

Quarterly Fee 0.25% or less according to our Fee Schedule
$2,500 minimum quarterly fee
Basic included
Bonus included
Premium included
Call 434-244-0000 or Contact Us.