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.