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%
Equities, Exchange-Traded and OTC 0 – 5%
Closed-End Funds, Exchange-Traded Products, Rights and Warrants 0 – 6.5%
Options 2

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.

As of 07/06/2021. This list is provided for convenience purposes only and may not include all fees. For a question relating to a specific type of fee, please consult your Coastal Ambassador.

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