Vestiva

Investment Account

Applies to Model Portfolios.

You Just Pay a Simple Annual Fee

• No Trading Fees

• No Rebalancing Fees
• No Changing Portfolios Fees

For the first $50,000 = 1.85% per year

Then, from $50,001 to $100,000 = 1.75% per year

And then, from $100,001 and up = 1.65% per year

Fees are automatically calculated and deducted monthly from the account by Interactive Brokers.