In addition to the normal account management fee, you may incur expenses to invest in any underlying funds, collective investment trusts, and ETFs in your portfolio (i.e., expense ratios). If you’re invested in ETFs, collective investment trusts, or mutual funds today, you’re already paying these expenses. You’ll also pay a commission to the custodian each time a security is bought or sold in your portfolio. Commissions are generally small and we do not benefit financially from custodial commissions.
Learn more information about the fee structure.
We can manage certain types of eligible 401(k) retirement accounts and the following types of retail Brokerage Accounts: Individual or joint tenants with rights of survivorship (JTWROS) taxable accounts. Traditional IRAs. Roth IRAs. Rollover IRAs. SEP IRAs Inherited IRAs Trust accounts Business Brokerage accounts SIMPLE IRAs Personal Defined Benefit Plans Company Retirement Accounts Custodial accounts [...]
To invest, you'll need to meet the following requirements: You have a retail brokerage account with one of our custodians. (If you're new to Global Advisers, opening an account is simple.) You're a United States resident, or you have an APO/FPO/DPO mailing address. You’re at least 18 years of age. (some states may have different [...]
While there is no minimum amount required, we suggest you start with a balance of at least $10,000. This is an aggregate amount as based on each taxable, traditional, Roth, or rollover IRA you wish to invest.