Low, fair fees

Costs are the only things that we strive hard to keep low. Even as we maintain high quality products and services.
Here's what it will cost you:

Asset-based management fees on the amount of your investments.

  • 0.08% - 1.5% per year
  • Computed daily and payable monthly
  • We don’t charge fees on uninvested cash

Commissions on trades in your account.

  • All transactions are executed and all commissions are charged by our affiliate Interactive Brokers LLC - one of the lowest cost brokers.
  • Interactive Advisors never marks up any transaction costs.

Meanwhile, you still earn interest on your cash balances. Read more

Low transparent fees

Estimate your costs

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Asset Allocation
Interactive Advisors
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Broad Market Portfolio
Interactive Advisors Smart Beta
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Clean Energy
Interactive Advisors Socially Responsible Investing
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Clean Technology
Interactive Advisors Socially Responsible Investing
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Dividend Portfolio
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ESG Broad Market Portfolio
Interactive Advisors Socially Responsible Investing
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ESG Dividend Portfolio
Interactive Advisors Socially Responsible Investing
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ESG Growth Portfolio
Interactive Advisors Socially Responsible Investing
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ESG Quality Portfolio
Interactive Advisors Socially Responsible Investing
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ESG Value Portfolio
Interactive Advisors Socially Responsible Investing
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FTSE NAREIT All Equity REITs
FTSE Russell
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Fair Labor
Interactive Advisors Socially Responsible Investing
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Good Business Ethics
Interactive Advisors Socially Responsible Investing
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Growth Portfolio
Interactive Advisors Smart Beta
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Low Greenhouse Emissions
Interactive Advisors Socially Responsible Investing
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Quality Portfolio
Interactive Advisors Smart Beta
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Russell 1000 Consumer Discretionary
FTSE Russell
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Russell 1000 Consumer Staples
FTSE Russell
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Russell 1000 Dividend Growth
FTSE Russell
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Russell 1000 Energy
FTSE Russell
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Russell 1000 Financial Services
FTSE Russell
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Russell 1000 Health Care
FTSE Russell
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Russell 1000 Materials and Processing
FTSE Russell
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Russell 1000 Producer Durables
FTSE Russell
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Russell 1000 Technology
FTSE Russell
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Russell 1000 Utilities
FTSE Russell
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Russell 3000 Dividend Growth
FTSE Russell
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Russell Top 200
FTSE Russell
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SSGA Growth
State Street Global Advisors
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SSGA Moderate
State Street Global Advisors
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Small Cap Broad Market Portfolio
Interactive Advisors Smart Beta
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Small Cap Dividend Portfolio
Interactive Advisors Smart Beta
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Small Cap Growth Portfolio
Interactive Advisors Smart Beta
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Small Cap Quality Portfolio
Interactive Advisors Smart Beta
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Small Cap Value Portfolio
Interactive Advisors Smart Beta
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Value Portfolio
Interactive Advisors Smart Beta
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WisdomTree Aggressive
WisdomTree
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WisdomTree Moderately Aggressive with Alts
WisdomTree
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Workforce Diversity
Interactive Advisors Socially Responsible Investing
Investment
Initial costs
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Annual costs
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Notes on costs
All costs shown are estimated.
Projected costs shown are based on estimated turnover and average price per share. Actual turnover and share prices might vary leading to higher or lower initial and annual costs.
Annual costs are the costs to manage the investment plus the estimated trading commission to re-balance the portfolio, estimated on an annual basis.
Initial costs are the estimated trading commissions incurred in establishing the portfolio.
Only those portfolios that trade systematically on a regular cycle allowing us to reasonably estimate expected turnover over the next year are included.

How the costs breakdown

We have a wide range of portfolios and strategies.

The Asset-based management fees on the amount of your investments range from 0.08% - 1.5% per year

For those portfolios that trade systematically on a regular cycle, we collect and send the trades in one basket. The other portfolios trade under Interactive Brokers' tiered commission structure. In more detail:

Basket commissions structure
$0.0035 per aggregated share
  • Minimum of $5 or 0.05% of trade value
  • Maximum of 0.5% of trade value
  • Exchange, regulatory and clearing fees
Tiered commissions structure
$0.0035 per share
  • Minimum of $0.35 or 0.05% of trade value
  • Maximum of 1% of trade value
  • Exchange, regulatory and clearing fees
Active
Management fee
(Annual)
0.50% to 1.25%
Commissions
Tiered commissions structure
$0.0035 per share
  • Minimum of $0.35 or 0.05% of trade value
  • Maximum of 1% of trade value
  • Exchange, regulatory and clearing fees

You can view the management fee and commission structure associated with each portfolio strategy on the search page.

Other potential costs to you

You will incur additional costs charged by other providers under the following circumstances:

If you partition an existing Interactive Brokers LLC brokerage account instead of opening a new brokerage account to invest with us, you may incur Interactive Brokers LLC’s $10 monthly activity fee (as explained in the “Advisor Client Accounts” section on that page).

If you invest in our portfolios through your existing wealth manager, you may incur management fees charged separately by your wealth manager.

If you invest in portfolios holding ETFs, you will incur ETF management fees charged separately by the ETF issuers.