Save® is changing the investment world by doing something no other financial advisor is doing:
If you don’t make money, we don’t make money.
Save’s management fee in the Wealth Card Program is 79 basis points per year (0.79%), but your portfolio has to earn more than 79 basis points (0.79%) before we take our fee. This fee applies to the Premium and Plus Wealth Card.
This is our way of guaranteeing that your initial investment always stays intact while it grows.
| Portfolio earns less than 0.79% | Portfolio earns exactly 0.79% | Portfolio earns more than .79% |
|---|---|---|
| Save charges no fee | Save charges no fee | You collect all earnings above 0.79% |
| Initial investment stays intact | Initial investment stays intact | Initial investment stays intact |