I'm meeting with a rep from Merrill Edge tomorrow. From what I have seen, their low cost self directed portfolio might be a good option for you, esp. if you are investing in excess of 100K. I still need to delve into a it a little more and see where the hidden fees might be. They have some great perks when you invest over $100K, like 100 free trades/mo, and on the banking side, perks like no fee out of network ATMs, great cash back % bonuses on CCs, (there's some sort of affiliation with bank of america). I think if you search for merrill edge here there are a few other MMM fans. I think ETFs trade free (up to 100 per month) and you can invest with Vanguard via Merrill Edge. There might be a fee for vanguard funds, though. Like I said, I need details still, but it looks promising. Right now all of our investments, with the exception of my current 401K, are held by Vanguard.