Step Advisers offers investment advice through the Step app, focusing on curated securities for adults and children. Clients provide their risk tolerance, and Step Advisers recommends investments from risk-based categories. Clients and their children make the final investment decisions, subject to parental controls. Step Advisers does not offer financial or tax planning or legal advice.
Fee Structure
Step Advisers does not charge a fee for its advisory services. However, clients will incur brokerage fees and commissions charged by the Custodian, odd-lot differentials, charges imposed directly by an ETF in a Client’s account, as disclosed in the fund’s prospectus (e.g., fund management fees and other fund expenses), transfer taxes, wire transfer and electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions.