Our Fees

You pay a low fee to access to the institutional quality investment funds we offer based on asset value.

Even greater discounts are available for larger accounts.

We charge for only those investments that are required to be purchased through an Investment Advisor like us. You will only pay for the average daily balance of these assets each month.

Annualized Fee Based on Value of Billable Assets

$0 to $100K

0.30%

$100K to $250K

0.28%

$250K to $500K

0.26%

$500K to $1M

0.24%

$1M to $2M

0.22%

$2M +

0.20%

You can use our Referral Program to earn fee rebates for both yourself and those you refer.