Long/Short Equity Accounts
Long/Short Equity Accounts are actively managed and may be subject to higher risks and rewards than municipal bond accounts.

Account Minimum to Open:
$250,000

Fees:
Direct:
Up to the first $1,000,000
 1.25% of 1% per annum
 
On balances over $1,000,000
 Negotiable

Sub-Advised:
Up to the first $1,000,000
 1.00% of 1% per annum
 
On balances over $1,000,000
 Negotiable