Low and transparent pricing for everyone.

We use smart technology to lower the cost of high-quality financial advice and help you keep more of your own money.


$50 /yr


$235 /yr





Annual Investment Fees


FREE

0.50%

0.40%

0.35%

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  • ModernAdvisor’s fees include all transaction and administration costs.

  • The only other fee you will pay is the internal cost of the ETF investment products in your portfolio (average 0.25% per year).

  • ModernAdvisor Management fees are tax-deductable for taxable investment accounts.

Annual Investment Fees

First $500,000 0.89%
Next $2,000,000 0.79%
Next $2,500,000 0.69%
Over $5,000,000 0.49%
Minimum fee $75/month
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Benefits of ModernAdvisor Plus

  • Globally diversified ETF portfolios
  • Automatic rebalancing
  • Dividend reinvestment
  • Email, chat, and phone support
  • Financial decision support
  • Customized investment portfolio
  • Tax-optimization
  • Dedicated licensed advisor (CFP or CFA)
  • Up to 4 annual update meetings
  • Comprehensive financial planning
  • Pro-active & tactical asset allocation


Still not sure if ModernAdvisor is for you?

Try investing now with an account funded by us. Learn more