1Additional fees may apply based on assets and services performed.
2Incorporating alternative investments, such as derivatives, hedge funds, private equity, REITs, and commodities, into a portfolio presents the opportunity for significant losses including in some cases, losses which exceed the principal amount invested. Also, some alternative investments have experienced periods of extreme volatility and in general, are not suitable for all investors. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity, and your tolerance for risk. Additionally, certain alternative investments may require investors to be accredited or qualified investors, which have defined minimum asset requirements.
