Our pricing

Absolutely! We were founded on the belief that high-quality financial advice should not come at a prohibitive price, and that low fees are a key ingredient to our customers' long-term financial success. We are committed to keeping our fees low.

Fees are paid monthly with the 1% cash allocation in your portfolio. We charge an annual management fee, as a percentage of assets managed that we charge monthly.

We break down your annual fee into monthly payments and we do this at the start of every month. For example, we’ll charge you January’s fees in the first week of February. We’ll also include the management fee charges in Monthly Statements, available in your account.

ETFs offer diversification, higher liquidity than individual securities, and lower fees.An ETF typically charges low fees of around 0.15% to 0.25%. In comparison, mutual funds, which are already an expensive alternative to ETFs, have fees that range from 1.25 to 2.0%.