One Fee $19.99 monthly

Inclusive of all trading costs and custodian fees.
That's it.

Costs Impact on $100,000 after 10 years

Never undestimate the negative impact of AUM costs on your long term performance. In the example below, we demonstrate how AUM fees can impact negatively a $100,000 portfolio growing at 7.5% annually over 10 years

After 10 years, the value of that portfolio would have grown to $206,103

After 10 years, a typical 1% AUM fee would amount to $13,560 in management costs and $4,960 in lost interests, for a total cost of $18,521

After 10 years, our monthly cost would amount to $2,399 net, that's an extra $16,122 for you, and a leading 16% gain over everyone else

How we compare with others...

  Robo-Advisors WealthVenue Wealth Advisers Online Brokers
Minimum investment $1,000 $5,000 $200,000 $5,000
Account Eligibility Local Residents only Everyone High level of income Minimum trading knowledge
Costs 0.25-0.75% of AUM $19.99 monthly 0.75-1.5% of AUM $19.95 per trade
Additional Costs ETFs low expense ratio
FREE Rebalancing Trading
ETFs low expense ratio
Unlimited FREE Trading
Loading Fees / Mutual Funds 12b-1
Trading Commissions
Custodian fees
Instruments netting
Portfolio Setup Online Online Offline / Manual Self-Made
Rebalancing Automatic Daily / Weekly Real Time / 9am to 5pm Manual, every 6 to 12 Months Requires trading knowledge

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