| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
Personal Advice fees are tiered. Market-Focused Robo Portfolios are 0.30% annually. Guided Advice is 0.50% annually. Cash-Enhanced Robo Portfolios and Invest Simply have no advisory fee.
Faribault, MN
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Learn about disclosures →Charles owns Land of Enchantment Deals, an online retailer, and Sours Real Estate LLC, which houses a rental property. He also works as a Specialist for Ally Invest Advisors and Ally Bank, supporting customers and performing account maintenance; these roles take about a quarter of his time each.