What does it cost to invest?

We charge one all-inclusive fee for investment management and advice based on a percentage of assets under management by our firm. We do not charge fees to open an account. Our ETF portfolio models do not regularly incur trading commissions, but separately managed accounts where stocks are being individually traded incur a $9.99 per trade commission. There's no added charge to reinvest dividends, annual account fees, etc.

Long story short - You won't see unexpected charges. The fee breakout ranges from 0.25% to 1.15% depending on how much you have invested with us, highly competitive for custom managed portfolios.