Under the assumptions shown, the lowest calculable charge among the mutually comparable covered brokers is $0.00. This excludes the material costs listed below, and cost alone does not determine whether a broker meets your needs.
Last calculated · Oldest material source verification · Status: published
Complete assumptions
The portfolio value is the modeled average for the year. Contribution growth is not used to infer a different average.
Every fixed input used by the shared annual-cost calculator
Country and currency
United States · USD
Account type
Brokerage
Required investments
US-listed stocks
Modeled average portfolio value
$10,000.00
New contribution each month
$0.00
Stock/share/ETF purchases each month
0
Fund purchases each month
0
Opening options contracts each month
0
Overseas-currency purchase value each month
$0.00
Full outgoing transfers in the year
1
Modeled period
12 months; monthly activity is multiplied by 12
Rounding convention
Integer minor units; percentage charges use half-up rounding unless a sourced provider rule specifies otherwise
Bid–ask spreads, taxes, regulatory levies, fund ongoing charges, market-data subscriptions, margin interest, cash interest and investment performance are outside the v1 fee model.
Provider-specific charges outside the selected activity may apply; a calculated zero is not a claim that the account is free to use.
Partial transfers, wire fees, receiving-broker reimbursements, asset-specific handling, closure charges and tax consequences are not modeled.
Eligibility and coverage
10 covered brokers were evaluated. 7 have mutually comparable modeled calculations; 3 have a material calculation gap; 0 have unknown eligibility; and 0 are ineligible for a selected requirement. Not every broker in the market is covered.
Comparable calculated charges
Ordered by calculable total, with alphabetical tie-breaking. There are no numeric ranks. The lowest annotation applies only to this fixed, current scenario.
Calculated charges among mutually comparable covered brokers
Material limitation: Stock and ETF options cost $0; certain index options cost $0.50 per contract.
Modeled fee categories: Account, Full transfer out.
Why the modeled charges differ
A full transfer-out charge is a one-time modeled event in this 12-month scenario, so it should not be read as a recurring annual charge.
full transfer out lines: The transfer line applies one published full outgoing transfer rule exactly once; it is not annualized beyond that event.
account lines: The account line is evaluated with no trading activity so the transfer charge remains distinguishable from ongoing modeled account cost.
Change these assumptions
Open the calculator with this exact country, account, investment, portfolio, monthly activity, FX, transfer, and 12-month setup already filled in.
