Your annual cost is based on total assets under management across all account types. The only other fees you would incur are low transaction costs and custodial fees paid to a broker, as noted below.
|ANNUAL FEES1 Billed quarterly|
|$30,000 – $99,999||0.35%||1.10%|
|$100,000 – $249,999||0.30%||1.00%||1.25%|
|$250,000 – $999,999||0.90%||1.15%|
|Automated asset allocation|
|Diversified core ETF portfolio|
|Thematic & Impact portfolios|
|Custom screens to include/exclude|
certain investment types
|Ongoing portfolio management|
|Donate to charity 2% of fees will be donated to charity|
|Minimum to open account2 Higher minimums may apply depending on the broker||$0||$0||$0|
|Custom quarterly performance reports2 Higher minimums may apply depending on the broker|
|Mutual Funds & Other Securities|
|COMPREHENSIVE FINANCIAL OVERSIGHT|
|Alternative Investments3||Optional (cost varies)4||Optional (cost varies)4|
|Tax Planning||Optional (cost varies)4||Optional (cost varies)4|
|Held Away Accounts5||Optional (cost varies)4||Optional (cost varies)4|
|Business 401(k) Plans||Optional (cost varies)4||Optional (cost varies)4|
|Trust-based Estate Plan6||$599 Individual|
|Will-based Estate Plan6||$159 Individual|
|Attorney Review & Consultation7||$200/yr||$200/yr||FREE|
1 Billed quarterly, based on a tiered fee structure. This means that your advisory account can be charged multiple percentages depending on the amount of assets held within the account.
For example, if you have a Power account with $1,500,000, your annual fee would be calculated as follows:
2 Higher minimums may apply depending on the broker. Please see broker information below.
3 For qualified investors
4 See ADV Part 2 and Investment Agreement for more details
5 Held Away accounts are account types that can not be custodied at our brokerage partners, such as 401(k), 529 Plans, etc.
6 See Estate Planning for the documents included in each plan
7 Unlimited phone access to an attorney in your state for 12 months
|Have an advisor answer my questions|
|Serve as my fiduciary|
|Match investments to personal values|
|Manage volatility and market swings|
|Maximize tax advantage in trading when possible|
|Manage 529 college savings plans|
|Have access to alternative investments|
|Have access to tax and estate planning|
|Have a long-term relationship|
|Keep my costs down|
We support the brokers below based on services provided. Opening an account and transferring money is usually quick and straightforward, and we will gladly help you through this process.
|Benefits||Easy custom portfolios|
No account fees
Active and global trading
|Minimum to open||$0||$5,0002|
1 FREE US exchange-listed stocks and ETFs under IBKR Lite plan. Fees may apply for other trade types. For details, see Interactive Brokers’ commission schedule.
2 This minimum is for advisor accounts; individual account minimum is $10,000. However, for individuals under 25, the account minimum is $3,000.
Do you have questions about your finances?
Do you want investments that reflect your values?
Don’t want to spend a fortune?
Whether you like to talk to an advisor or do it all online, we’ve got you covered. Our pricing is competitive and very straightforward – no hidden costs.
Whatever your personal situation, your goals and values, or your investable capital, we’ll work with you to create a portfolio that is right for you. And as your fiduciary, we’ll cover all your financial needs beyond investing as well, to help you achieve your goals.Get Started