Coastal Customer Account Fees

Advantage Account Fee $125.00 annually
Investment (standard brokerage) Account Fee $65.00 annually
UGMA/UTMA Account Fee $45.00 annually
IRA Account Fee $50.00 annually
Account Inactivity Fee $50.00 annually
Alternative Investment Custody Fee $100.00 per investment ($600.00 per account maximum)
IRA Termination Fee $95.00 per account
Safekeeping Fee $25.00 per security per account
Lost Certificates $50.00 plus transfer bonding cost
Confirm/Handling Fee $4.50 per order
Margin Interest Rate ($15.00 minimum)
Stop Payment $25.00 per item
Returned Checks $25.00 per item
Transfer & Ship $30.00 (standard); $100.00 (rush)
Reorganization Activities Fee waived
Bond Redemptions Fee waived
Wire Transfer: Domestic $15.00
Wire Transfer: International $35.00
ACAT Delivery Fee $95.00
Qualified Retirement Plans:
     Standard Plan $200.00 set-up fee
     Non-Standard Plan $250.00 set-up fee
     Maintenance $150.00 annually
Commissions1:
     Annuities 3.75 - 7.5%
     Annuity Trails 0.25 – 1.4%
     Equities3, Exchange-Traded and OTC 0 – 5%
     Closed-End Funds3, Exchange-Traded Products, Rights and Warrants 0 – 6.5%
Options Varies2

1Commissions are described by range only. Your financial professional is an independent contractor responsible for setting his or her own commission charges. Commissions may vary based upon lot size and complexity of the product, and minimum charges may apply. Please ask your financial professional for the amount of commission he or she will charge for a particular transaction.
2This charge will vary based upon the strategy, the number of contracts and is generally subject to pricing by your financial professional. Please ask your financial professional for the amount of commission he or she will charge for a particular transaction.
3Various wrap-fee advisory accounts do not charge commissions for trades. Minimum commission charges may apply to small orders in the discretion of your financial professional. Please ask your financial professional the commission he or she will charge for your order. Your commission paid will be disclosed on your trade confirmations.

© 2022 CoastalOne - All Rights Reserved

Check CoastalOne's background on FINRA's BrokerCheck