ACCOUNTS
FOR INDIVIDUALS
and BUSINESSES
MOST
ACCOUNTS HAVE A BASE MONEY MARKET CURRENTLY
YIELDING
.10%*
WITH FREE CHECKING ACCESS
FOR
THE INDIVIDUAL:
Our
Individual ADVANTAGE
account is designed for the
·
individual
·
retirement
·
education
·
guardian
·
custodian/minor
(UGMA)
·
joint
tenancy with rights of survivorship (JTWROS)
·
tenants
in common
·
tenants
by the entirety
·
transfer
on death (TOD)
·
community
property
FOR
THE BUSINESS OWNER and OTHER "NON-INDIVIDUAL"
PURPOSES:
The
Business
or
"Non-Individual" ADVANTAGE
account is for the
§
LLC
§
corporation
§
non-corporate/not
for profit
§
trust
§
investment
club
§
partnership
§
estate
§
liquidation/distribution
§
pension
and
§
profit-sharing
plans
Both
the
Individual ADVANTAGE
account
and the Business ADVANTAGE
account are
CENTRAL
ASSETS ACCOUNTS for your day
to day investment
needs and most other
financial services.
Summary and
Protection
First Clearing LLC, who carries Summit Brokerage
accounts, is a New York Stock Exchange Member
firm and non-bank affiliate of Wells Fargo & Co.
Client's assets are protected up to
$500,000 (of which $100,000 may be cash) by the
Securities Investor Protection Corporation
(SIPC); and through FCLLC we are able to provide
additional commercial coverage of the remaining
net equity balance in your accounts at no
charge.
Of course, this does not protect against losses
from change in market value on investments.
We
have a wide range of types and styles of
accounts in which one can use the SELECTION
PROCESS to input his
or her investment strategies.
Your Advantage
Account makes it easy to manage all your assets
more effectively through a single account.*
*Current
rate as of 6/29/09.The Advantage
Account fact kit includes the money market bank
sweep (FDIC insured) and a prospectus, which
contains complete information, including
account/management fees and expenses. Read it
carefully before you invest.
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