What are ModernAdvisor's different portfolio options?

There are a number of investment portfolio options available on the ModernAdvisor platform, including:

Account balance tiers for lower management fees:

1) First $250,000.

2) Next $750,000.

3) Next $4 million.

4) Over $5 million.

All of these portfolio options are professionally designed by a team of CFA charterholders and could be suitable for you when matched to your risk tolerance and appetite.

Having said that, each portfolio option has unique characteristics that may make it a better fit for certain clients or accounts. For example, clients who would like to keep their investment fees as low as possible often prefer our ETF portfolios. Conversely, clients who prefer active investment management typically choose the BCV portfolios.

To find which portfolio matches your preferences, take a short questionnaire:

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The minimum investment and the type of funds used in each of our portfolio options are listed below.

Subject to a minimum monthly fee of:

• $2.50/month per account for the first two accounts

• $5.00/month per month per account for additional accounts

• If you have multiple accounts, ModernAdvisor will waive the minimum monthly fee on smaller accounts as long as your other accounts generate enough in management fees to cover the minimum

• Should you have investments in multiple portfolio options, your total investment balance across all portfolios will determine your fee tier. For purposes of determining the fee tier, balances in High Interest Savings Portfolios are excluded from the total investment balance.

Take this short quiz, or reach out to one of our portfolio managers.

* The management fee does not include fund fees and any service fees charged by the referring financial planner. Fund fees vary depending on the portfolio option and the Risk Level of your account.