Advisor support materials available on: Advisor Hub (Login required)

New for 2023, our preferred pricing program is easier to access than ever before. With Elite Pricing, you pay lower fees on your investments and the amount you save increases as your wealth grows.

Elite Pricing is especially attractive for households with multiple investors, as family members can pool their personal and business accounts to meet the initial qualification threshold as well as the progressively higher thresholds that trigger deeper discounts. Plus, all fee reductions apply equally to everyone participating, regardless of how much they contribute to the qualifying total.

With Elite Pricing, the more you invest, the more you save and the faster you can reach your financial goals. Contact your advisor today to learn how to qualify.