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Name: Date: Investment Broker Comparison Purpose: To compare the benefits and costs of different investment brokers. Instructions: Select two different brokers and compare their services
| Name: | Date: | ||||||||
| Investment Broker Comparison | |||||||||
| Purpose: To compare the benefits and costs of different investment brokers. | |||||||||
| Instructions: Select two different brokers and compare their services based on the factors listed below. | |||||||||
| Suggested websites: | www.fool.com | www.placetrade.com | |||||||
| Broker's name Organization | |||||||||
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| Address Phone | |||||||||
| Website | |||||||||
| What type of retirement accounts are offered? How much money is required to open an account? Can I talk with a real person when I need assistance? | |||||||||
| Online services offered Minimum commission charge | |||||||||
| Commission on 100 shares of stock at $50/share Fees for other investments: * corporate bonds * mutual finds * stock options | |||||||||
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| Other fees: * annual account fee * inactivity fee * other | |||||||||
| What's Next for Your Personal Financial Plan? | |||||||||
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