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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

  • Promoter Disclosure Requirements

  • 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

  • Promoter Disclosure Requirements

  • Retail Commission Schedule

  • Revenue Sharing

  • Step-Out Trading

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Learn More
Commonwealth Logo
  • Your Advantage
  • Evolve Your Business
  • Accelerate Your Growth
  • Streamline Your Operations
  • Transition Your Way
  • Advisor Solutions
  • Tailored Business Strategies
  • Advanced Planning & Research
  • Complete Marketing Support
  • Holistic Investment Solutions
  • Collaborative Compliance
  • Powerful Technology
  • Outsourced Business Solutions
  • Insights
  • The Independent Market Observer
  • Advisor Stories
  • Press and News
  • About Us
  • Leadership
  • Our History
  • Advisor-Centric Culture
  • Our Inclusive Workplace
  • Corporate Responsibility
  • Commonwealth Cares
  • Careers
  • Contact Us
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Waltham

275 Wyman Street, Suite 400, Waltham, MA 02451-1200

Toll-Free 800.237.0081

Phone 781.736.0700

Fax 781.736.0793

San Diego

600 West Broadway, Suite 3200, San Diego, CA 92101-3398

Toll-Free 877.347.1982

Phone 619.471.9700

Fax 619.471.9701

Blue Ash

4675 Cornell Rd, Suite 100, Cincinnati, OH 45241
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