Personal Investments / Personal Brokerage Brokerage accounts A brokerage account gives you the flexibility to make your own investment decisions, with the optional support of reviews and recommendations from Frost. Our range of investment options Just a few of the investments available in a Frost Brokerage account include: Mutual funds Stocks Exchange-traded funds (ETFs) Annuities Fixed-income solutions Reports and disclosures Get important reports and disclosures regarding investment accounts. Account services, fee schedules and reporting SEC Rule 606 Order Routing Data Brokerage Business Continuity Plan Brokerage Account Commissions and Fees Brokerage Annual Inactivity Fee Disclosure Investment Advisory Services Schedule of Fees FINRA BrokerCheck Agreements and disclosures Frost Investment Services Investment Management Agreement Frost Brokerage Services, Inc. Customer Agreement Frost Brokerage Services, Inc. Regulation Best Interest Disclosure Frost Brokerage Services, Inc. and Frost Investment Services, LLC Customer Relationship Summary Brochure supplements Form ADV Part 2A Firm Brochure Form ADV Part 2B Advisor Brochure Supplements Let’s talk about you Let’s talk about your current financial situation, your short-term goals, and your dreams for the future. After all, we believe in building long-term relationships, and we’d appreciate the opportunity to start one with you. Let’s start building your financial plan together. There’s no pressure, no obligation and no charge to you. Request a call or email Check the background of this firm on FINRA's BrokerCheck View Frost Brokerage Services, Inc. and Frost Investment Services, LLC Customer Relationship Summary