6440 N Central Expwy #107 - Dallas, TX 75206
A La Carte Services
Services
Professional security transactions and insured custody services are facilitated through various custodians. Offered through Brown & Brown Securities, Inc. member FINRA and SIPC.
Fees or Charges
$39 per trade plus P&H Fees
Transactions based upon Brown&Brown Securities Inc., research and recommendations.
Consultations regarding investment objectives, preparation of personalized Investment Policy Guideline Statements, Portfolio Analysis and general investment matters, including security transfers associated with estate settlement matters.
Quarterly portfolio valuations and performance measurement reports
Financial Administration - Clerical Services
$39 per trade plus P&H fees
$180 / hour
Minimum Fee of $180.
$75 / Account / quarter
$75 / hour
A Estate Settlement Matters
1) Security Pricing
2) Securities retitling
B. UGMA/UTMA
C. Gift Transfers
D. Record & Maintain all Account Transactions and Entries
E. Produce Various Reports
F. Arrange Cash Flows Options
1) Monthly Payout
2) ACH Transfers
3) Fed Wire Transfers
G. Process Beneficiary Changes
H. Check Writing Privileges
I. Process Dollar Cost Averaging Transactions
J Calculate and Process IRA Distributions
K Reorganization Services
L. Process 529 Distributions
Brown and Brown Financial Services, Inc. and Brown & Brown Securities, Inc. reserve the right to negotiate all fees and transaction charges to a level higher or lower than those quoted in this and other bulletins.
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