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|
|$10,000 – $24,999||0.35%||$300||N/A|
|$25,000 – $99,999||1.10%||N/A|
|$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|
|529 Plans||Optional (cost varies)4||Optional (cost varies)4|
|Business 401(k) Plans||Optional (cost varies)4||Optional (cost varies)4|
|External plan review||$99||$49||FREE|
|Estate Plan - Will Only||$599||$299||FREE|
|Estate Plan - Will & Trust||$899||$499||FREE|
|Update of an existing plan||$99||$99||$995|
|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.
|Folio Investing||Interactive Brokers|
|Benefits||Easy custom portfolios and investment screens1|
One low per-account fee
Active and global trading
|Broker commissions||$0 (included)||FREE2|
|Custodial Fees||Custodial fees are based on your total AUM (Assets Under Management) with us|
|Minimum to open||$0||$5,0004|
1 Each folio consists of up to 100 stocks or ETFs.
2 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.
3 1 bps = 1 basis point = 0.01%. Additional $25 annual fee per IRA account.
4 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