As your wealth grows with us, so do your benefits. Enjoy lower fees and exclusive perks with our Platinum and Diamond fee tiers.
Platinum
$200,000+ IN ASSETS
Get priority access to an adviser and enjoy a low fee of 0.528% per year across all your investment accounts.
Learn moreDiamond
$2M+ IN ASSETS
Experience our highest level of service with an ultra-low fee of 0.396% per year across all your investment accounts.
Learn moreOur minimum to start is just $2,000.
No. We don’t charge exit fees, establishment fees, or brokerage. There are no hidden costs.
ETF management fees are an indirect cost not charged by Stockspot.
They are charged by companies who run the investment funds. Instead of billing you directly, they take the fee straight from the fund’s performance. It’s a cost incurred by anyone who invests in these funds – whether it’s us, another advisor, or you.
Stockspot's advisory fee is less than a quarter of the industry average. You can save thousands over the course of your lifetime by paying a fraction of what traditional advisors charge.
If you have multiple accounts, your fee tier is determined by your combined investment balance across all accounts, including any non-fee paying accounts. This helps many Stockspot clients enjoy lower fees based on their total investment balance.