When am I charged Save's management fee?

Modified on Wed, 18 Oct 2023 at 02:34 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.

 

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.

 

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

 

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

 

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