A man smiles at his phone while using a laptop
An example screenshot of tax losses harvested

Tax loss harvest your fees away

Our fee structure is simple – 0.10% annually, or $100 / year for a $100,000 portfolio.

With your tax savings, it could pay for itself 21 times over.1

Annual fee

for all direct indices except for the MVIS US Listed Semiconductor 25 Index, which has an annual fee of 0.35%.
Get started with $20,000
See a full list of our fees here

Get more for less

Our pricing, compared

Other direct indexing solutions are more expensive. Wealthfront Direct Indexing charges 0.25%, other traditional brokerages charge 0.40%, and wealth advisors may charge as much as 1.0%.2

ETFs have fees, too

Did you know ETFs have a fee too? It’s called an expense ratio. For example, SPY which tracks the S&P 500, has an expense ratio of 0.09%, which is pretty darn close to our 0.10% fee but without the tax loss harvesting and customization benefits.3

Borrow at one of the lowest rates

Borrow up to 70%4 of your direct index portfolio through a portfolio line of credit. Our rate is always the Effective Federal Funds Rate + 1%, lower than many of our competitor’s listed rates.