Clients pay Invest Vegan 1% of their account’s value each year in four installments at the beginning of each quarter. Each payment covers the forthcoming period. When clients begin working with us in between quarters, a pro-rated fee is charged.
Clients can review all fees paid to us on Altruist from their client portal or app by navigating to the “activity” tab as shown below.
From there, they can mouse over to the “transaction types” drop-down and select “fees” to see all payments from their account to Invest Vegan since the beginning of their client relationship.
Altruist may assess additional fees for certain types of event and services such as returned checks, outgoing wires, and mailing paper checks. Invest Vegan does not receive any of these fees, and generally works to help our clients avoid situations where they may be relevant.
For the latest overview of Altruist’s current fees and legal terms, click here.