For our investment portfolios, our fees range from 0.35% to 0.65% per year based on the highest of your total assets under management or total invested amount. You can view our pricing tier here.
Please note that the total invested amount is calculated as all cash inflows minus cash outflows. Any withdrawals and dividends paid out to bank accounts are categorized as cash outflows.
The value of your total assets under management is your portfolio value / net asset value.
Our management fee covers everything from portfolio monitoring to automatic rebalancing. You are not charged any additional brokerage or platform fees.