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COMPARISON OF DISCOUNT BROKERAGE COSTS

We may recommend an investment firms to handle client investment transactions and custody of investment assets. Cost is one of the factors, but not the only consideration. Following is a summary of the most commonly incurred costs of several popular discount brokerage firms. The data was collected in 2006 and may be out-of-date.

	E-trade	Fidelity	Schwab	Scottrade	TD Ameritrade
cost per transaction	$13	$20	$13	$7	$10
minimum to open account	$1000	$2500	$2500	$500	$1000
no-load mutual funds	$20	$75	$35	$17	$50
annual fee	$160	$0	$0	$0	$0
IRA close out fee	$60	$50	$50	$0	$25

Scottrade is highlighted because this is the brokerage firm we recommend in most circumstances. If you want to use another investment firm, please discuss this with the adviser.