How are my fees calculated?

We charge 0.48% on an annual basis of your assets under management. 

Since your holdings will fluctuate over time as a result of additional contributions and changes in the market, we take daily snapshots of the value of your portfolio.

We use these valuation snapshots to calculate pro-rata fees on a monthly basis. We send you a detailed summary of the fees charged per goal.

Was this article helpful?
0 out of 1 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.