Brokers & Fees

Our Annual Fees

Your annual cost is based on total assets under management across all account types. The only other fees you would incur are low transaction costs and custodial fees paid to a broker, as noted below.
 
STARTER IMPACT POWER
ANNUAL FEES1
Under $10,000 $35.96 $300 $300
$10,000 – $24,999 0.35% 0.50%
$25,000 – $99,999 1.10%
$100,000 – $249,999 0.30% 0.45% 1.00%
$250,000 – $999,999 0.40% 0.90%
$1,000,000+ 0.75%
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INVESTING
Automated Asset Allocation
Diversified Core ETF Portfolio
Thematic & Impact Portfolios
Ongoing Portfolio Management
Mobile Access
Donate to Charity
Minimum to open account2 $0 $0 $0
Portoflio Rebalance Semi-Annual Semi-Annual Flexible
Advisor Discussions Semi-Annual Unlimited
Mutual Funds & Other Securities
Custom screens to include/exclude
certain investment types
ACCOUNT SUPPORT
Email
Chat
Phone
Get Started
1 Billed quarterly
2 Higher minimums may apply depending on the broker. Please see broker information below.

Help me choose the right plan

STARTER IMPACT POWER
Have an advisor answer my questions
Match investments to my values
Manage volatility and market swings
Serve as my fiduciary
Use tax advantage when possible
Have a long-term relationship
Keep my costs down

 
 

Supported Brokers
We support the brokers below based on services provided. Opening an account and transferring money is usually quick and straightforward, and we will gladly help you through this process.
Plans All Power only
Benefits Easy custom portfolios
One low per-portfolio commission
Low commissions
Active and global trading
Broker commissions $9.95 per motif trade1 $0.005 per share2
Custodial Fees $353 $0
Minimum to open $2504 $5,0005
1 Each motif consists of up to 30 stocks or ETFs. For more information, see Motif’s commission schedule.
2 $1 per trade minimum. Interactive Brokers require $10 a month minimum in commissions; however, there is no minimum with our advisor account. For full schedule, see Interactive Brokers’ commission schedule.
3 Charged by the broker annually for regular account. $40 for a retirement account.
4 Minimum purchase amount for a motif.
5 This minimum is for advisor accounts; individual account minimum is $10,000. However, for individuals under 25, the account minimum is $3,000.