The monthly fee, also called the “wrap fee” is for Honest Dollar services. For year one, the fee for each funded Honest Dollar account will be $3 per month. After year one, the fee for each Honest Dollar account will change to $5 per month, less any applicable discounts. Year one will start when you open an Honest Dollar retirement account.
The monthly wrap fee is for Honest Dollar services. You will bear additional fees and expenses for the underlying investment products and other costs associated with the program may apply. To read about all the fees associated with your account, click here.