When am I charged Save's management fee?

Modified on Wed, 27 Dec 2023 at 02:11 PM

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.

 

For programs deposited before Dec. 13, 2023, Save’s management fee in the Market Savings program is 35 basis points per year (0.35%), but your portfolio has to earn more than 35 basis points (0.35%) before we take our fee.


Portfolio earns less than 0.35%Portfolio earns exactly 0.35%Portfolio earns more than 0.35%
Save charges no feeSave charges no feeYou collect all earnings above 0.35%
Your initial deposit stays intactYour initial deposit stays intactYour initial deposit stays intact


For programs deposited on or after Dec. 13, 2023, Save’s management fee in the Market Savings program is 20 basis points per year (0.20%), but your portfolio has to earn more than 20 basis points (0.20%) before we take our fee.

 

Portfolio earns less than 0.20%Portfolio earns exactly 0.20%Portfolio earns more than 0.20%
Save charges no feeSave charges no feeYou collect all earnings above 0.20%
Your initial deposit stays intactYour initial deposit stays intactYour initial deposit stays intact

 

This is our way of guaranteeing that your initial investment always stays intact while it grows. 

 

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