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Investment Account

Applies to Model Portfolios, iBond Portfolios and T-Bill Portfolios.

You Just Pay a Simple Annual Fee

• No Trading Fees

• No Rebalancing Fees
• No Changing Portfolios Fees

From $50,000 to $250,000 = 1.85% per year

Then, from $250,001 to $500,000, the fee is 1.65% per year

Then, from $500,001 to $1,000,000, the fee is 1.25% per year

And then, from $1million plus = 1.10% per year

Fees are automatically calculated and deducted monthly from the account by Interactive Brokers.

1% annual flat fee

1% annual flat fee