Once you open an account with Ariston - CPR, you will get access to FOLIOfn's Advisor platform and receive all of the benefits below:
|Online access to your account
Electronic access to your funds
$4.5M in SIPC insurance
Much, much more
Annual Management Fee: Ariston - CPR charges an annual management fee that is billed monthly as a percentage of total assets in your account. The fees are automatically deducted from your account every month in arrears.
Initial Investment: $50,000 minimum
|Annual Management Fee
||Total Assets |
|1.75%||$50,000 to $500,000|
|1.50%||$500,000 to $1,000,000|
This fee includes the custodian's fee which allows us to offer commission free trading. The fee is billed on a cumulative basis (Example: the fee for an account with $750K would be billed 1.75% for $500K and 1.50% for the next $250K).
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types of accounts
Ariston - CPR offers a variety of accounts to best leverage our clients strategy and interests. Types of accounts we offer include choices such as: Individual, Joint, Traditional IRA, Roth IRA, IRA Rollover, SEP-IRA's (Simplified Employee Pension) and Custodial Accounts (UGMA/UTMA).
View all of our available account types
To speak with someone directly, please call 800.521.0267 or let us contact you with more information.
FOLIOfn is a member of the Securities Investor Protection Corporation (SIPC), a non-profit corporation that provides account protection to customers of registered broker-dealers.
SIPC protection does not cover losses from declining investment values. Rather, it protects investors against losses that stem from the financial failure of a brokerage company. If a brokerage fails, SIPC will cover losses up to $500,000 (with a limit of $100,000 for cash losses).
FOLIOfn customers receive additional account protection through some underwriters at Lloyd's, London. While the underwriters cover losses up to a total of $50 million for all FOLIOfn customers in any one policy year, the maximum amount any single FOLIOfn customer may receive is $4.5 million for securities. The underwriters' coverage is governed solely by the terms of the policy issued by them. If you wish, you are entitled to inspect the policy or obtain a copy for your records.