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No commissions. No trading fees.

Just one affordable low fee for Professional Investment Portfolios.

Our Fees


Your Investment:

Traditional Fee:

at 1%/year  

RoboAdvisor+ Fee:

at .25%/year

Potential Annual Savings:



How did we get this number?


Additional information: The only additional fees you pay are for the internal costs investment products in your portfolio. Our portfolio MERs range between 0.54% - 1.14% depending on the choice of portfolio.

No Trading Fees

There are no fees charged to you when you buy or sell any of our portoflios

No Commissions

There are no comsissions charged/earned on any of our portfolios

No Rebalancing Fees

Our regular ebalancing services are free.

How did we get this number?

The annual advisory fee displayed here is computed by applying our .25% annual advisory fee to the account value.

Thus for a $100,000 account, our annual advisory fee is ($100,000 x 0.0025) $250/year.

This annual fee is assuming no change in the account's value month-to-month.

The averaged advisory fee charged when investing in a typical equity mutual fund is 1% (source) of assets annually.

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