Charityvest just increased their fees for new investing accounts as of 2025-02-01. The annual minimum fee is now $100 (up from $48) and the % based fees seem to line up with what is listed here for Fidelity and Vanguard. 0-500k at 0.60%, next 500k at 0.30%, next 1.5m at 0.20%, with 0.15% → 0.10% → <? onwards.
They’re still quite competitive and I remain quite happy with them (even if I weren’t on their prior fee structure). Same sentiment as Lisa: This state of the world comparison post helped a lot in understanding our choices.
Daffy was interesting, but ultimately off-putting to me for both their app based vibe (we invented the open web for a reason!) and their apparent insistence on cryptocurrency being an investment.
Charityvest just increased their fees for new investing accounts as of 2025-02-01. The annual minimum fee is now $100 (up from $48) and the % based fees seem to line up with what is listed here for Fidelity and Vanguard. 0-500k at 0.60%, next 500k at 0.30%, next 1.5m at 0.20%, with 0.15% → 0.10% → <? onwards.
They’re still quite competitive and I remain quite happy with them (even if I weren’t on their prior fee structure). Same sentiment as Lisa: This state of the world comparison post helped a lot in understanding our choices.
Daffy was interesting, but ultimately off-putting to me for both their app based vibe (we invented the open web for a reason!) and their apparent insistence on cryptocurrency being an investment.