Submission Rules

Rules for submitting fee schedule to receive a $20 Amazon gift certificate:

To qualify, email an electronic copy (pdf or scanned document) of your published fee schedule ( What do I send? What is a published fee schedule?) The fee schedule must be from a U.S. institution listed below and be for investment management for any of the following types of accounts:
  • Managed Brokerage
  • Managed Bank Trust Account
  • Bank Investment Management Account

If we do not already have the fee schedule in our database we will email an electronic gift certificate for $20 at Amazon.

Limit up to 5 fee schedules per email account. A fee schedule is defined as an entire document outlining fees. If a single document contains the rates for multiple different types of accounts or investment products, it counts as 1 fee schedule even if it is emailed to us in pieces. If we already have a fee schedule for the same institution but your schedule has different rates and is more current than the one we have, you qualify for the gift certificate (however if your schedule is older than the one we have, you do not qualify.) We retain the right to determine specific fee schedule eligibility and may reject or end submissions at any time.

Please don’t send us your statement or invoice or anything with personal information. We value your anonymity. We are looking for your published fee schedule only.

Email your published schedule to

Once you receive your gift certificate, tell a friend and help us expand our crowd-sourced database of industry prices.

Valid Institutions:

Acadian Asset Management
American Century Investments
American Funds
American International Group
Ameriprise Financial
Associated Bank, National Association
Atlantic Trust Private
Bain Capital
Bancorpsouth Bank
Bank Of America
Bank Of Hawaii
Barclays Wealth
Bessemer Trust
BMO Harris Bank National Association
BMO Private Bank
BNY Mellon Investment Management
BNY Mellon Wealth Mgmt
Bokf, National Association
Boston Private Bank & Trust Company
Branch Banking And Trust Company
Bridgewater Associates
Brown Brothers Harriman
Capital Group Companies
Capital One, National Association
Charles Schwab Bank
Chase Investment Services
Citibank, National Association
City National Bank
Clarium Capital
Columbia Management Group
Comerica Bank
Commerce Bank
Compass Bank
Cordiant Capital Inc.
Credit Suisse
Crossroads Group
Deutsche Bank Trust Company Americas
Dimensional Fund Advisors
Dodge & Cox
Dreyfus Corporation
Eaton Vance
Edward Jones
Edward Jones Investments
Federated Investors
Fidelity Investments
Fiduciary Trust Co
Fifth Third Bank
First Command Financial Planning
First Hawaiian Bank
First Midwest Bank
First National Bank Of Omaha
First Republic Bank
First Tennessee Bank, National Association
First-Citizens Bank & Trust Company
Firstmerit Bank, National Association
Firstrade Securities
Fisher Investments
Franklin Templeton Investments
Fremont Group
Frost Bank
Fulton Bank, National Association
GAMCO Investors
GBC Asset Management
Gluskin Sheff
Goldman Sachs
Guardian Capital Group
Harbert Management Corporation
HarbourVest Partners
Huntington National Bank
Interactive Brokers
J. & W. Seligman & Co.
J.P. Morgan Asset Management
Janney Montgomery Scott
Janus Capital Group
Key Private Bank
Keybank National Association
Knight Vinke Asset Management
Legg Mason
Lincoln Financial
Lord Abbett
LPL Financial
Manufacturers And Traders Trust Company
Merrill Lynch
MFS Investment Management
Morgan Stanley
Morgan Stanley Smith Barney
Mufg Union Bank, National Association
Nationwide Bank
Neuberger Berman
New York Life Investment Management
Northern Trust Company
Northwestern Mutual
Nuveen Investments
Old National Bank
Pacific Investment Management Company
People's United Bank
Pioneer Investments
PNC Wealth Management
Principal Financial Group
Prudential Bank & Trust, Fsb
Prudential Financial
PTI Securities & Futures
Putnam Investments
Raymond James & Associates
Raymond James Financial
RBC Wealth Management
Regions Bank
RLJ Companies
Robert W. Baird
Rockefeller & Co
Ruane, Cunniff & Goldfarb
Russell Investments
Sageview Capital
Silvercrest Asset Management
Stanford Financial Group
State Farm Insurance
State Street Bank And Trust Company
State Street Global Advisors
Suntrust Banks
Synovus Bank
T. Rowe Price
TCW Group
TD Bank
The Boston Associates
The Hartford
Towers Watson
Trustmark National Bank
Tsai Capital
U.S Trust
U.S. Bank Wealth Management
UBS Wealth Management
UMB Bank, National Association
Value Line
Vanguard Group
Virtus Investment Partners
Waddell & Reed
Walden Asset Management
Wellington Management Company
Wells Fargo And Company
Whitney Bank
William Blair & Company
Wilmington Trust
Wilshire Associates
WisdomTree Investments
Zions First National Bank