A portfolio tailored to your goal, time frame for reaching your goal and risk tolerance
The 0.24% annual advisory 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.
Your annual advisory fee doesn’t include exchange-traded fund (ETFs)2 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.
Here are examples of what you’ll pay in fees based on assets invested:
Total investment |
Fees |
---|---|
$1,000 |
$2.40 |
$100,000 |
$240 |
$1,000,000 |
$2,400 |
Total investment
Fees
$1,000
$2.40
$100,000
$240
$1,000,000
$2,400
A portfolio tailored to your goal, time frame for reaching your goal and risk tolerance
Automated rebalancing to keep your portfolio on track with market changes
Low-cost investments to potentially help you make more from your investments
Tax-aware strategies, such as tax-loss harvesting, to help you save on taxes
Are you new to online investing or do you prefer to have guidance from experienced investment professionals? Tell us your goals, and we’ll invest your money for you with Automated Investor, our robo-advisor.
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.