Every Securities provides a digital investment platform to help clients reach their financial goals. It offers access to government-backed securities, mutual funds, and money market funds based on client preferences and risk tolerance. Every Securities collects client information and provides initial and annual updated investment recommendations. Clients make the final investment decisions and Every Securities does not manage accounts on a discretionary basis.
Fee Structure
Every Securities offers investment advice through a wrap fee program. This bundled fee covers advisory, brokerage, and custodial services. The fee is based on a percentage of your total assets, typically between 0.05% and 0.75% annually, but Every Securities may negotiate this fee. The fee is calculated daily and charged monthly, in arrears, directly from your account.