Direct Choice Client Fee Schedule

American Portfolios Financial Services, Inc.
4250 Veterans Memorial Hwy. | Suite 420E
Holbrook, NY  11741
PHONE:  631.439.4600
FAX:       631.439.4698
www.americanportfolios.com

DIRECT CHOICE CLIENT FEE SCHEDULE

Required Account Fees—Pershing

Annual Maintenance Fee (IRA)

$0

Annual Inactivity Fee (non-IRA)

$0

Participating Fund Buy/Sell

$0

Participating Fund Systematic/Exchange

$0

Paper Trade Confirm Mailing

$0

Paper Statement Mailing

$0

Prospectus Mail

$0

Termination of DirectChoice Account (non-IRA termination/non-IRA outgoing transfer—ACAT)

$0 / $150

Termination of DirectChoice Account (IRA termination) (for Pershing)

$95 / $125

Mutual Fund Sponsors—Pershing

As of January 2023

AB
American Funds
Amundi (f/k/a Pioneer Investments)
Fidelity Investments
Franklin Templeton Investments
Invesco
John Hancock Investments
Ladenburg
Legg Mason
Lord Abbett
Mainstay
Pacific Life
Principal
Putnam
Thrivent Mutual Funds
Victory Capital
Virtus Investment Partners

Other fees could apply based on account activity and optional features. 

Please refer to the full AP Accountholder Commission and Fee Schedule under Disclosure Notices at www.americanportfolios.com.

Member: FINRA/SIPC

Updated July 2023