Management Fee & Benefits

A FLAT 0.50% OF YOUR INVESTMENT BALANCE FOR ASSET MANAGEMENT SERVICES

AVERAGE ETF EXPENSE RATIOS 0F 0.30-0.40%

Management fees are taken quarterly, in arrears on the end-of-quarter account balance.

The ETF fees are charged directly at the fund level by the ETF sponsors.

Benefits

Automatic portfolio re-balancing, as necessary
Tax-efficient strategies and ETFs for portfolio construction
No fees for trading with our custodial relationships