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.
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IA
Asset Allocation
IA
WisdomTree
Aggressive
WisdomTree
FTSE Russell
Basic Materials
FTSE Russell
IA Smart Beta
Broad Market
IA Smart Beta
Global X
China Sector
Global X
IA SRI
Clean Air
IA SRI
IA SRI
Company Transparency
IA SRI
Y H & C Investments
Concentrated GARP
Y H & C Investments
WisdomTree
Conservative
WisdomTree
FTSE Russell
Consumer Discretionary
FTSE Russell
FTSE Russell
Consumer Staples
FTSE Russell
IA SRI
Customer Safety
IA SRI
Global X
Digital Innovation
Global X
IA Smart Beta
Dividend
IA Smart Beta
Sizemore Capital
Dividend Growth
Sizemore Capital
IA SRI
ESG Broad Market
IA SRI
IA SRI
ESG Dividend
IA SRI
IA SRI
ESG Growth
IA SRI
IA SRI
ESG Quality
IA SRI
IA SRI
ESG Value
IA SRI
FTSE Russell
Energy
FTSE Russell
Split Rock
Equity Rotation
Split Rock
Global X
Equity Sector and Themes
Global X
IA SRI
Ethical Leadership
IA SRI
IA SRI
Fair Labor & Thriving Communities
IA SRI
FTSE Russell
Financial Services
FTSE Russell
Sera Capital Management
Financial Tales
Sera Capital Management
Analytic Investment
Focus Growth
Analytic Investment
Sparrow Capital Management
Freedland Healthcare
Sparrow Capital Management
Sparrow Capital Management
Fundamental Growth
Sparrow Capital Management
IA SRI
Gender Equality
IA SRI
Elite Wealth Management
Global
Elite Wealth Management
Atlas Capital
Global Balanced Fund
Atlas Capital
Atlas Capital
Global Defensive Equity
Atlas Capital
Franklin Templeton
Global Growth and Income
Franklin Templeton
IA Smart Beta
Growth
IA Smart Beta
State Street Global Advisors
Growth
State Street Global Advisors
FTSE Russell
Health Care
FTSE Russell
Cratus Capital LLC
High Income
Cratus Capital LLC
FTSE Russell
Industrials
FTSE Russell
IA SRI
LGBTQ Inclusion
IA SRI
IA SRI
Land Health
IA SRI
Y H & C Investments
Long Term GARP
Y H & C Investments
Lakeland Wealth Management
Long Term Value
Lakeland Wealth Management
IA SRI
Mindful Business Models
IA SRI
State Street Global Advisors
Moderate
State Street Global Advisors
WisdomTree
Moderate
WisdomTree
WisdomTree
Moderately Aggressive
WisdomTree
Stone Fox Capital
Net Payout Yields
Stone Fox Capital
IA SRI
Ocean Life
IA SRI
Philadelphia Investment Partners
PIP Dynamic Growth
Philadelphia Investment Partners
IA SRI
Pure Water
IA SRI
IA Smart Beta
Quality
IA Smart Beta
IA SRI
Racial Equality
IA SRI
FTSE Russell
Real Estate
FTSE Russell
FTSE Russell
Russell 1000 Dividend Growth
FTSE Russell
FTSE Russell
Russell 3000 Dividend Growth
FTSE Russell
IA Smart Beta
Small Cap Broad Market
IA Smart Beta
IA Smart Beta
Small Cap Dividend
IA Smart Beta
Crabtree Asset Management
Small Cap Growth
Crabtree Asset Management
IA Smart Beta
Small Cap Growth
IA Smart Beta
IA Smart Beta
Small Cap Quality
IA Smart Beta
IA Smart Beta
Small Cap Value
IA Smart Beta
IA SRI
Sustainable Product Lifecycle
IA SRI
Stoken Asset Management
Tactical Adaptive
Stoken Asset Management
Elite Wealth Management
Tactical ETF
Elite Wealth Management
Crabtree Asset Management
Technology
Crabtree Asset Management
FTSE Russell
Technology
FTSE Russell
FTSE Russell
Telecom
FTSE Russell
Global X
Thematic Disruptors
Global X
Mott Capital Management, LLC
Thematic Growth
Mott Capital Management, LLC
FTSE Russell
Top 200
FTSE Russell
Greenwich Wealth Management LLC
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
Sparrow Capital Management
Unconstrained
Sparrow Capital Management
Clearbrook Capital Advisors
Undervalued Opportunities
Clearbrook Capital Advisors
FTSE Russell
Utilities
FTSE Russell
IA Smart Beta
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

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1
Fill out the application
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STEP
2
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STEP
3
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