Automated Investor

Pricing

Automated Investor charges a 0.50% annual advisory fee on assets that are managed in your account (‘assets under management’). That’s only $6.25 per quarter on every $5,000 in assets under management. There are no commissions or transactional fees for trades.

This low fee includes:

  • A personalized portfolio tailored to your goal, time horizon and risk tolerance
  • Automated rebalancing to keep your portfolio on track with market changes
  • Low-cost investments to potentially help you keep more of your portfolio gains
  • Tax-aware investing to help you save on taxes
  • Try it free for 3 months! No cancellation fees if you decide to close your account.1

Here are examples of what you’ll pay in fees based on assets invested:

Automated Investor fees

Assets under Management

Annual fee

Amount billed quarterly

$5,000

$25

$6.25

$10,000

$50

$12.50

$25,000

$125

$31.25

$50,000

$250

$62.50

$5,000

$25

$6.25

$10,000

$50

$12.50

$25,000

$125

$31.25

$50,000

$250

$62.50

Please note:

  • You must have at least $5,000 in investable assets to open an Automated Investor account.
  • Fees are deducted quarterly from your Automated Investor account based on the average assets under management in the prior quarter. The quarterly fee is 0.125% of assets under management, or 0.50% annually.
  • The annual advisory fee does not include any internal mutual fund or ETF2 management, administrative or servicing fees.
  • The billing cycle begins in the month following the initial portfolio rebalance.
  • Fees are deducted from taxable accounts whenever possible.