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  • Clearing through First Clearing LLC (Part of Wells Fargo)

  • Wells Fargo operates across 35 countries with over 70 million customers

  • The first clearing arm was acquired through the purchase of A.G. Edwards & Sons (where Brian started his career)

  • TradePMR is based in Gainesville, FL

 

Why we recommend TradePMR?

 

  • Simple statements

  • Simple website

  • Performance reporting

Breakdown of fees:

Account management

Basic account

Advantage account (incl. check writing)

Advantage standard account (incl. check & debit card)*

IRA custodian fee

Transfers

Processing ACAT transfer out

Custodian IRA termination fee*

Wire transfers

- domestic

- international

Execution services

Equities (listed and OTC)

Bonds (municipals, gov't agencies, corporate)

Options

Mutual funds

Annual Fee

none

none

$125

none

 

$95/ transfer

$105

$20/ transfer

$25/ transfer

 

Free

Free

Free

Free

On the following links, you can review TradePMR’s customer agreement and Customer Relationship Summary.

 

*Optional