Low, fair fees
We only charge asset-based management fees of 0.08% - 1.5% per year on your investments. This is
computed daily and payable monthly. There are no trading commissions, as we use IBKR Lite and there are no fees on entry, exit or
uninvested cash.
Estimate your costs
Asset Allocation
IA
Aggressive
WisdomTree
Basic Materials
FTSE Russell
Broad Market
IA Smart Beta
China Sector
Global X
Clean Air
IA SRI
Company Transparency
IA SRI
Concentrated GARP
Y H & C Investments
Conservative
WisdomTree
Consumer Discretionary
FTSE Russell
Consumer Staples
FTSE Russell
Customer Safety
IA SRI
Digital Innovation
Global X
Dividend
IA Smart Beta
Dividend Growth
Sizemore Capital
ESG Broad Market
IA SRI
ESG Dividend
IA SRI
ESG Growth
IA SRI
ESG Quality
IA SRI
ESG Value
IA SRI
Energy
FTSE Russell
Equity Rotation
Split Rock
Equity Sector and Themes
Global X
Ethical Leadership
IA SRI
Fair Labor & Thriving Communities
IA SRI
Financial Services
FTSE Russell
Financial Tales
Sera Capital Management
Focus Growth
Analytic Investment
Freedland Healthcare
Sparrow Capital Management
Fundamental Growth
Sparrow Capital Management
Gender Equality
IA SRI
Global
Elite Wealth Management
Global Balanced Fund
Atlas Capital
Global Defensive Equity
Atlas Capital
Global Growth and Income
Franklin Templeton
Growth
IA Smart Beta
Growth
State Street Global Advisors
Health Care
FTSE Russell
High Income
Cratus Capital LLC
Industrials
FTSE Russell
LGBTQ Inclusion
IA SRI
Land Health
IA SRI
Long Term GARP
Y H & C Investments
Long Term Value
Lakeland Wealth Management
Mindful Business Models
IA SRI
Moderate
State Street Global Advisors
Moderate
WisdomTree
Moderately Aggressive
WisdomTree
Net Payout Yields
Stone Fox Capital
Ocean Life
IA SRI
PIP Dynamic Growth
Philadelphia Investment Partners
Pure Water
IA SRI
Quality
IA Smart Beta
Racial Equality
IA SRI
Real Estate
FTSE Russell
Russell 1000 Dividend Growth
FTSE Russell
Russell 3000 Dividend Growth
FTSE Russell
Small Cap Broad Market
IA Smart Beta
Small Cap Dividend
IA Smart Beta
Small Cap Growth
Crabtree Asset Management
Small Cap Growth
IA Smart Beta
Small Cap Quality
IA Smart Beta
Small Cap Value
IA Smart Beta
Sustainable Product Lifecycle
IA SRI
Tactical Adaptive
Stoken Asset Management
Tactical ETF
Elite Wealth Management
Technology
Crabtree Asset Management
Technology
FTSE Russell
Telecom
FTSE Russell
Thematic Disruptors
Global X
Thematic Growth
Mott Capital Management, LLC
Top 200
FTSE Russell
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
Unconstrained
Sparrow Capital Management
Undervalued Opportunities
Clearbrook Capital Advisors
Utilities
FTSE Russell
Value
IA Smart Beta
Investment
(below min)
Annual costs
Other potential costs to you
If you invest in our portfolios:
- through your existing wealth manager, you may incur management fees charged separately by your wealth manager.
- through your existing introducing broker, you may incur platform access fees charged separately by your introducing broker.
- that hold ETFs, you will incur ETF management fees charged separately by the ETF issuers.
See how easy it is to get invested in a portfolio that works for you
STEP
1
Fill out the application
It's easy and only takes a few minutes.
STEP
2
Explore our portfolios
Or choose one based on your preferences
STEP
3
Make your first investment
Our technology ensures it is suited for you