Confused or suspicious about what and how you are getting charged? We made it simple--one fee only. No commissions, transaction fees, loads or any other management-related fees. And since we only use stocks and bonds, and no financial products, in your account, there is no double-dipping with third-party fees.
Read more about why we only charge one fee.
No commissions ensure that all activity is being done for your benefit.
|Average value of assets||Annual fee - Percentage of assets|
|$50,000 - $750,000||1.5%|
|$750,001 - $1,500,000||1.25%|
|$1,500,001 - $5,000,000||1.00%|
|more than $5,000,000||0.85%|
* Management fees are billed monthly directly to your account.