Money Positive Cooperative is a registered investment advisor structured as a cooperative association, offering personalized financial planning, investment management, small business bookkeeping, tax preparation, and fractional chief financial officer services. Money Positive Cooperative focuses on passive investment strategies, utilizing low-cost index funds and exchange-traded funds, and provides behavioral financial coaching alongside ongoing digital tools. The firm serves individuals, couples, and small businesses, with no minimum investment required to open an account.
Assets Under Management$500K
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$250K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are a flat 1% per year of assets under management, billed monthly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...