Monorail Securities offers portfolio management services through an online platform, using model portfolios composed of exchange-traded funds (ETFs). Clients complete a risk questionnaire, and the platform generates an asset allocation. Monorail Securities then selects a portfolio of ETFs to match the client's risk profile. Clients can also subscribe to the Monorail app for self-directed trading accounts. Monorail Securities follows conservative and Christian values-based investing.
Assets Under Management$290M
Clients1,469
Advisors3
Avg. per Client$200K
Avg. per Advisor$98M
Fee Structure
Minimum Investment:$5
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
There is also a monthly subscription fee of $3.00 for the Monorail app, which is applied to each user on the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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