Our fees are simple, transparent and low
We never earn commissions based on where we invest your money — and we donate 5% or more of our annual revenue to environmental research and climate action
|Assets Under Management (AUM)||$50K* to $200K||$200K to $500K||$500K to $5M||>$5M|
|#1 Financial Planning Software|$1,275/year
|Annual Fee||1% of AUM||$2,000||0.40% of AUM||0.35% of AUM|
* $10K minimum account size for Friends & Family, which includes participants in Macroclimate® Partner Programs, fellow members of Certified B Corporations, DivestInvest Signatories, Protect Our Winters, and environmental researchers.
Macroclimate® Low Carbon Global Equity Portfolio — powered by Dimensional funds — has outperformed its World Index benchmark even after deducting mutual fund expenses and our advisory fees. This is true even for Starter accounts.
Other than our fees listed above, the only other costs are the relatively low expenses of the Dimensional mutual funds you’ll own and transaction fees charged by the custodian (#1 ranked TD Ameritrade Institutional).
All Macroclimate® Accounts include:
Have 401k from your old employer? We can help you roll it over to a Fossil Free IRA
About Our “Fee-Only” Services
Our comprehensive “fee-only” services cover development of portfolio policies and asset allocation plans, on-going research and analysis, and day-to-day management and execution of the individual investment portfolios.
Investment advice and management fees may be tax deductible since they are explicitly paid, unlike embedded mutual fund expenses. We accept no commissions, soft dollars, or other hidden costs often associated with the asset management industry. Transaction cost savings, if any, are passed through to clients.
What is a fiduciary advisor?
The fiduciary standard of care requires that we act solely in the client’s best interest when offering personalized financial advice. Learn more abut the difference between fiduciary and suitability standards.
More information about our investment philosophy and capabilities.