Pershing Fee Schedule – Client Fees

Margin Debit Schedule

Blue Point Strategic Wealth Management Accounts (QNM) Clearing Fees*


*These charges are in addition to your agreed upon advisory fee.

**An inactive account is defined as an account holding a security position for a calender year (Jan. 1-Dec. 31) without generating a trade, or free credit/margin interest of $100 or more. Systematic reinvestment activity in Mutual Funds (SYS system) and/or exchange activity in mutual funds (FundServ) will be considered as a trade. However, dividend reinvestment activity is not considered as a trade.