Transcription of Personal( Edward(Jones( Fidelity( Capital( Schwab ...
1 Personal(. edward ( jones ( Fidelity( Capital( Schwab (. Ameriprise(SPS( advisory ( Personalized( advisory ( Managed( Wells(Fargo(. Rebalance(IRA Advisor solutions Portfolios Services Portfolios Advisors Minimum&Account&Size &$&&&&&&&&&&&&75,000& &$&&&&&&&&&&&&25,000& &$&&&&&&&&&&&&50,000& &$&&&&&&&&&&200,000& &$&&&&&&&&&&100,000& &$&&&&&&&&&&&&25,000& &$&&&&&&&&&&&&25,000&. Investment&Focus &Retirement& &None& &None& &None& &None& &None& &None&. Exclusively&Use&Low&Cost&Funds Yes No No No Yes No No CommissionFBased&Compensation No Yes Yes Yes No No Yes World&Class& World&Class& Schwab &Asset&. Investment& Outside&Asset& Investment& Management&. Portfolio&Management&and&Design Committee Advisor Advisor Manager Committee Subsidiary Advisor Advisor&Training&/&Expertise Best Better Good Call&Center Best Call&Center Better Comparison(on($250,000(Portfolio Advisor&Fees Fund&Fees Total(Fees Total(Yearly(Fees(($) ($((((((((((((((1,750( ($((((((((((((((6,250( ($((((((((((((((7,225( ($((((((((((((((6,250( ($((((((((((((((4,350( ($((((((((((((((2,525( ($((((((((((((((6,975(.))))))))))))))))) )))))))))))))))))))))))))))))))))))))))) )))))))))))))))))))))))))))))))))))))))) )))))))))))))))))))))))))))))))))))))
2 Ameriprise edward ( jones @ Fidelity( Porfolio( advisory (Service Personal( Capital Schwab Wells(Fargo(Advisors)))))))
