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SmartFee Program

Smart Fees for SmartVestors

This is a program designed especially with Smartvestors in mind. With this exclusive program we partnered with Dunham Investment Management to deliver a truly unique experience in the world of investing.

At the core is Dunham's Fulcrum Fee program. This program uses "proven" sub-advisors to manage the various aspects of the portfolio. All sub-advisors are compensated with performance based fees so that their interests are closely aligned with yours.

In addition the following features help to keep the costs down, and your dollars growing like they are supposed to:

  • Low cost Dunham Platform Fee of 0.25%
  • Our discounted Asset Management Charge at 0.75%
  • Zero Minimum Balance requirements
  • Targeted Asset Sleeves consistent with the Smartvestor philosophy.
  • Custom Quarterly Video Statements showing account values and market insights.

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