
Invest Vegan
What’s the Best Way to Refer a Friend to Invest Vegan?
We consider a referral from an existing client to be the highest complement we can receive, and are always delighted…
Is Invest Vegan a Fiduciary?
Yes! As a Registered Investment Adviser, Invest Vegan is regulated under the fiduciary standard, which means that we must always…
Do I have to be a Vegan to open an Invest Vegan Account?
No! Invest Vegan is a purpose-built partner for anyone interested in saving and investing for the future sustainably. We welcome…
How do I Transfer my Old 401(K) or 403(B) to Invest Vegan?
It's straightforward to move your old retirement account over to Invest Vegan. The process usually takes about 10-20 minutes, and…
Where are my Assets Held?
Altruist is a self-clearing brokerage firm, which means they act as the custodian of your funds in addition to providing…
Does Invest Vegan offer Financial Planning?
No. We encourage clients to share whatever questions are on their mind regularly, but are not able to directly support…
How Much Does This Cost?
Clients pay Invest Vegan 1% of their account's value each year in four installments at the beginning of each quarter.…
What Types of Accounts do you Offer?
As of November 1st, 2023 we offer numerous account structures to support a wide range of client goals. These include:…
Is Invest Vegan a Mutual Fund, ETF, or Hedge Fund?
Invest Vegan is a registered investment adviser. We manage multiple investment strategies, but at this time they are all delivered…
Who can use Invest Vegan?
Anyone eligible to open a US Bank account can open an investment account with Invest Vegan.
What are your investment minimums?
Invest Vegan's internally managed strategies have a minimum investment of $1. Certain strategies (such as those which use externally managed…
Will You Invest in My Startup?
Invest Vegan does not invest in startup companies at this time.
How Do I Open An Additional Account?
Just fill out this form to get the process started.