Automated Investor charges a 0.24% annual advisory fee on all assets under management. That’s just $2.40 a year on a $1,000 minimum investment. This fee is billed quarterly and covers all transactions, trades, transfers, 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. Your annual advisory fee doesn't include ETF1 fees and expenses which are reflected in the daily pricing of the fund, or other account fees as described in our Automated Investor Wrap Fee Program Brochure.
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 or call 866-758-8655.