One-time onboarding fee
$495
Monthly minimum
$295
Annual investment fee (charged quarterly)
First $2M
0.95%
Between $2M and $5M
0.75%
Above $5M
0.50%
Monthly Payment Calculator
One-time onboarding fee
$1,995
Monthly minimum
$595
Annual investment fee (charged quarterly)
First $2M
0.95%
Between $2M and $5M
0.75%
Above $5M
0.50%
Monthly Payment Calculator
One-time onboarding fee
$2,995
Monthly minimum
$795
Annual investment fee (charged quarterly)
First $2M
0.95%
Between $2M and $5M
0.75%
Above $5M
0.50%
Monthly Payment Calculator