Keep more of what you earn by paying less in fees. It’s not uncommon for investors to pay 2% or more of their account balance in fees each year. Advisory fees, transaction fees, annual account fees and commissions all take a bite out of your account over time. Also, many investment products have hidden fees that you don’t see. Our CycleWise Portfolios are constructed using low-cost index funds from the leading ETF providers in the industry.
We offer a competitive fee structure starting at just 0.80% per year.
|Account Size||Annual Fee|
|$0 – $49,999||0.80%|
|$50,000 – $249,999||0.70%|
|$250,000 – $499,999||0.60%|
|$500,000 – $999,999||0.50%|
|$1,000,000 – $2,499,999||0.45%|
Over time, lower fees can make a big difference in the outcome of your investments. Below we compare our fees vs. the Industry Average (Average Financial Advisor Fee + Average Mutual Fund Fee).
|Account Size||Our Fee||Industry Average Fee*||10-Year Savings**|
** 10-year savings is calculated using an 8% rate of return before accounting for the difference in fees. We added 0.10% to our fees to represent the average fee of the ETF’s we use in our portfolios.