Only 0.88% annual fee
Your only expenses is an annual fee of 0.88% of the total size of your portfolio. For example, if you invest 10,000 USD, your monthly expense is less than 8 USD. You will pay no commissions on trades made on your behalf. You are free to buy & sell all or part of your portfolio whenever you choose and with no penalty. We believe in simple, fair and transparent pricing.
You will receive a quarterly performance report for your portfolio each calendar quarter that includes the economic outlook and portfolio strategy. Our dedicated Relationship Management team is always available to assist you.