One simple annual fee. Tiered by portfolio size, so the more you invest, the less you pay. No commissions, no rebalancing charges, no withdrawal fees.
We charge one simple, transparent management fee. Here's exactly what that looks like — and what we don't charge.
Example annual fees on different account sizes.
Compared to traditional wealth management fees of 2-3% per year plus product loads, even our highest tier saves typical investors thousands annually.
No minimum balance, no opening fees. See how affordable smart investing can be.