The Passport Account

This is a self-directed account that tailors a diversified portfolio according to your investing goals, risk tolerance, time frame and budget. You can select from a wide variety of investments, including stocks, bonds, real estate investment trusts, eligible mutual funds and more. You pay no traditional commissions – just an asset-based fee and low transaction charges.

Minimum Investment: $25,000

Transaction charges are $30 for securities traded on the NYSE, ASE, or OTC, Real Estate Investment Trusts (REITs), Unit Investment Trusts (UITs) and Mutual Funds purchases; there are no transaction charges for Mutual Fund liquidations/sells; $50 for Options, Preferred Stocks & Fixed Income. 12b-1 fees are credited to the client.