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What are the fees?

There are fees to keep each account up and running smoothly: 

  • Annual maintenance fee of $35 which is billed quarterly (an $8.75 service fee will appear on your account each quarter)
  • Asset management fees applied to your portfolio(s): between 0.255% and 0.400% of all investment assets (these fees happen in the background and won't appear in your activity feed)

Additional service-based fees are applied as follows:

  • Rollovers / Transfers out of plan: $25
  • ACH fail / Returned checks: $25
  • Statement delivery, per account, per year: $10
  • Paper check disbursement: $2.50
  • Overnight check or statements delivery: $15
  • To reissue checks: $15
  • Outgoing wires: $15
  • Requests for paper historical statements and postage incurred, if required: $10