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| Fee Schedule | ||
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Our all-electronic platform was designed for maximum efficiency and greatest cost reduction to benefit Black Wealth Network members. We're proud of the resulting price schedule: 1. Our Membership Fee is only $4.99 per month per account for unlimited transactions, with no transaction costs or commissions. For your convenience, we collect these fees on a quarterly basis (once at signup and every three months thereafter). 2. Our Advisory Fee is 0.25% per quarter if you invest in our mutual fund allocations.* That equates to $2.50 per $1000 invested. Now, consider all you get as a Black Wealth Network member:
- Invest in premiere African American mutual funds, without having to worry about minimum initial investment amounts or minimum account balance requirements.
- Enjoy unlimited transactions with no transaction costs or commissions (there are no hidden costs when you put money in or take it out.)
- Use our Automatic Investment feature to setup regular monthly investments directly from your bank account.
- Use our Assessment Wizard to determine your investment profile and goals.
- Receive investment recommendations tailored to those goals.
- Have your investments managed by a professional Money Manager on an ongoing basis, including rebalancing and reallocation of your investments, as appropriate.
- Receive monthly newsletters geared towards the unique needs of the Black investor.
- Communicate with our professional advisors by phone, fax or email.
- Use our Educational areas to educate yourself on saving and investing issues.
- Receive Rebates into your account when you shop online.
