SuperMoney 

US Bank

in Investment Advisors

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US Bank

Unaffiliated

in Investment Advisors

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Feature Breakdown

Commission Based  
Fee Based  
Monthly Fee $0
Investment Expense Ratios Starting at 0.08%
Annual Fee $40
Management Fee 0% - 0.5%
Account Transfer Fee $0 - $75
Account Termination Fee $0 - $75
Minimum Account $5,000
Software Managed  
Independent/Registered Investment Advisor  
Accounts Supported
  • 529 College Savings Plans
  • Custodial Accounts
  • Individual Non-retirement Accounts.
  • Joint Non-retirement Accounts.
  • Rollover IRA
  • Roth IRA
  • SEP IRA
  • Traditional IRA
  • Trusts
Tax Strategies
  • Daily Tax-loss Harvesting
Automatic Rebalancing  

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