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Account Fees

For a list of fees charged by Commonwealth for brokerage accounts and related services, please see the Schedule of Miscellaneous Account and Service Fees below.

For Clients

  • Form CRS

  • Account Access

  • Account Fees

  • ADV Part 2A

  • Business Continuity Plan

  • California Consumer Privacy Act Notice

  • Core Account Sweep Programs

  • Customer ID Program

  • Investor Disclosure Brochure

  • Order Routing Procedures

  • Privacy Notice

  • Privacy Policy

  • Retail Commission Schedule

  • Revenue Sharing

  • Step-Out Trading

Schedule of Miscellaneous Account and Service Fees

For Clients

  • Form CRS

  • Account Access

  • Account Fees

  • ADV Part 2A

  • Business Continuity Plan

  • California Consumer Privacy Act Notice

  • Core Account Sweep Programs

  • Customer ID Program

  • Investor Disclosure Brochure

  • Order Routing Procedures

  • Privacy Notice

  • Privacy Policy

  • Retail Commission Schedule

  • Revenue Sharing

  • Step-Out Trading

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Waltham

29 Sawyer Road, Waltham, MA 02453-3483

Toll-Free 800.237.0081

Phone 781.736.0700

Fax 781.736.0793

San Diego

110 West A Street, Suite 1800, San Diego, CA 92101-3706

Toll-Free 877.347.1982

Phone 619.471.9700

Fax 619.471.9701

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