Brokerage Services for Independent Investors

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ACCOUNT REQUIREMENTS: An annual service fee of $50/account may be assessed on accounts not meeting minimal account activity requirements.  Margin accounts require a minimum of $2000 cash or marginable equity.  Cash (or margin buying power) must be available in order to enter a buy transaction.  Funds or securities must be held in the account in order to place a buy or sell transaction.                                                                                                                                                                                      Coltrane offers its customers the choice to "call-in" trades to our home office or open an on-line account.

CALL-IN TRADES ($34Min)

  MISCELLANEOUS FEES
Stocks On-Line Access to Accounts
$28 + $0.08/Share up to 500 Shares   Free
Add $0.02/Share for Each Additional   Research Services
Options   $25/hr; $25 min
 $28 + $3.00/Contract   Duplicate Statement
Fixed Income   $3/Statement
 $28 + $4.00/$1,000 par value  

Check Requests

 Principal Trades    Free
$49 + $4.00/$1,000 par value   Overnight Check Request

internet based Trades($25 Min)

  $20
Stocks   Wire Fee
$25 up to 1,000 Shares   $20
Add $0.01/Share for Each Additional   Reg T Extensions
Options   $25
$28.00 Ticket Charge + $3.00/Contract   Worthless Securities Processing

CERTIFICATE FEES

  $15
Certificate Deposit   IRA Annual Fee
$15/issue   $30
Accommodation Transfer & Ship   IRA Closing Fee
$30/issue   $95
Certificates Rejected at Agent   Account Transfer (ACAT)
$50   $95

 

 

 

** All fees are subject to change without notice**

       PRIVACY STATEMENT           BUSINESS CONTINUITY PLAN         ORDER ROUTING         U.S. PATRIOT ACT         CONTACT US
 

COLTRANE SECURITIES IS A DIVISION OF COORDINATED CAPITAL SECURITIES, INC., Member FINRA / SIPC
706 River Place, Madison, WI 53716  
Phone (608) 222-4242    toll free (800)362-1002  fax (608)442-1111

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