Automated Investor charges a 0.24% annual advisory fee, billed quarterly, on all assets under management. That’s just $1 per month on a $5,000 minimum investment ($0.20 per month for every $1,000 invested). This fee covers all transactions, trades, rebalancing, advice and account administration. No additional fees are charged to buy or sell securities. Fund level fees go directly to fund providers and neither U.S. Bank nor U.S. Bancorp Investments receives any part of these fees.
This low fee includes:
Here are examples of what you’ll pay in fees based on assets invested:
Automated Investor from U.S. Bancorp Investments is exclusively for our customers. Log in to usbank.com to open an account today or call 866.758.8655.