Apex Clearing Miscellaneous Fees

While Facet will never charge additional fees for managing accounts, our custodians may charge fees that will be deducted from your account. Apex Clearing miscellaneous fees include:

  • Outgoing ACAT (account transfer, full or partial) $75.00 per transfer
  • Outgoing Wire (domestic) $25.00 per wire
  • Outgoing Wire (foreign) $50.00 per wire
  • Overnight mail (domestic) $50.00 per mailing
  • Overnight mail (foreign) $100.00 per mailing
  • Paper Check (regular mail – domestic) $5.00 per check
  • Paper Check (regular mail – international) $10.00 per check
  • Paper Statements and Tax Forms $5.00 per statement or tax form
  • Paper Confirmation $2.00 per confirmation
  • Paper Prospectus Fee $5.00 per mailing
  • Third-Party Distribution Notification $2.00 per notification
  • Check Copies $15.00 per copy
  • Returned ACH or Check $30.00 per return
  • Stop Payments on Issued Checks $30.00 per stop payment

 

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet.
If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.