Simplify Your Investments Into One Account

There are several advantages to using CNB as your custodian of choice, however, one that is often overlooked is the ability to hold multiple types of assets within the same account, thereby saving money, time, and paperwork. CNB is able to custody a wide variety of investments including REITs, Business Development Companies, Interval Funds, Limited Partnerships, Limited Liability Companies, Private Placement Stocks, Annuities and Mutual Funds all within one account. This allows you to view all investments on one statement and contact one reliable source for processing and account information.

One of the most attractive aspects of a multi-asset account is the savings in account fees. Imagine being able to combine several existing IRAs or investments into just one account at CNB and eliminating all of those separate account fees. You can also make your next investment purchase into an existing CNB account to avoid preparing new account applications, set up fees, and yet another annual fee. Not only is it possible to reduce your paperwork and fees, it is easy!

CNB charges one low annual base fee regardless of the number of investments in the account or the total value of those investments. Transaction and asset holding fees may apply depending on the type of investments, so call us today for a quote on your fees and to confirm that the investments can be held by CNB. We will be happy to help you consolidate your accounts to save you time, money, and the hassle of dealing with multiple companies.

View the CNB Fee Schedule (PDF)