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* $25,000.00 minimum account size for a Gold Managed
For investors seeking a greater selection of funds, the premium program includes access to more funds and fund families in this program, accounts with a value of $5 million and below will be assessed a $30.00 per transaction fee.
This program offers unlimited transactions in over 18,000 mutual funds
at no-load for one wrap fee and includes the option to use professional
advice. Top participating fund families include: Strong, Janus,
Fidelity, Stein Roe, Vanguard, Neuberger
Contact Atlantic Financial for current information.