How does Invest Forward get paid?
There is a $5 fee for asset management services for any accounts over $5,000. That $5 fee changes to a percentage based fee of 35 bps (or 0.35%) once your account hits $18,000. Additionally, we are paid by our partners when you choose to purchase a product or service through our website. Our goal is to be as transparent as possible, so if you have any questions around fees (or anything else), please ask.