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% | ||
| Get Started | |||
| 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 | |||
| Chat | |||
| Phone | |||
| Get Started | |||
1 Billed quarterly
2 Higher minimums may apply depending on the broker. Please see broker information below.
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 | FREE2 |
| 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 FREE US exchange-listed stocks and ETFs under IBKR Lite plan. Fees may apply for other trade types. For details, 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.
2 FREE US exchange-listed stocks and ETFs under IBKR Lite plan. Fees may apply for other trade types. For details, 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.