Understanding your potential fees
The annual advisory fee you’ll pay for our Automated Investor robo-advisor service doesn’t include fees and expenses for exchange-traded funds (ETFs),2 which are reflected in the daily pricing of the fund. If you were to invest on your own and manage your own portfolio, you would pay the operating expenses on the ETFs in your portfolio separately.
Here are examples of what you’ll pay in fees yearly, based on assets invested:
|
Total investment |
Annual fees |
Annual fees |
|---|---|---|
|
$1,000 |
$2.40 |
$1,000,000 |
|
$100,000 |
$240 |
$1,000,000 |
|
$1,000,000 |
$2,400 |
$1,000,000 |
Total investment
$1,000
Annual fees
$2.40
Annual fees
$1,000,000
Total investment
$100,000
Annual fees
$240
Annual fees
$1,000,000
Total investment
$1,000,000
Annual fees
$2,400
Annual fees
$1,000,000
- Is there documentation for standard image sizes? ie Banner, Full Span, Styled, etc?
- Can we bring figma designs to this meeting for recommendations on best practice/component use?
- Should we be using components in a particular order? Does it matter?
- ALT Component
- why is there no Brand Primary option (dark blue) under the ALT component?
- Banner Component
- no control over bottom padding of Banner component
- need more sacing between banner and next component
- CTA
- Styled Content Block CTA displays full width (see below)
- Full Span Content Block CTAs display minimum width
- Padding
- Some components have percentage padding, checkbox padding, 0, 16, 32?
- Dream component
Automated Investor
Automatic rebalancing gives you the advantage
With Automated Investor, your portfolio will be continually monitored and automatically adjusted with our always-on rebalancing feature. When the market shifts, so will your portfolio, without you having to lift a finger.
What is automatic rebalancing?
When the market changes, stocks, exchange-traded funds (ETFs)1 and other assets are bought and sold in order to reach a target investment allocation. This is called portfolio rebalancing. The goal of rebalancing your portfolio is to reduce volatility and help manage risk.
Get started with Automated Investor
If you're ready to take advantage of a portfolio that's automatically rebalanced for you, log into usbank.com or call 866-758-8655 to open an Automated Investor account.
Automated Investor is currently available exclusively for customers of U.S. Bancorp Investments and our affiliate U.S. Bank.
Styled Content Block Component
- CTA width is fixed full length
Styled Content Block Component
- CTA width is fixed full length
Full Span Content Block
- CTA width is determined by length of text
Full Span Content Block
- CTA width is determined by length of text
Before you begin investing
Consider the following when you are beginning your investing journey:
- Make sure you’re in a financially sound place.
- Consider your goals and the time frame for your investments, whether retirement, major purchase or maybe just a broad desire to grow your assets over time.
- Have a general understanding about investing concepts such as types of investments, diversification, compounding and risk tolerance.
- Educate yourself on risks associated with investing.
Before you begin investing
Consider the following when you are beginning your investing journey:
- Make sure you’re in a financially sound place.
- Consider your goals and the time frame for your investments, whether retirement, major purchase or maybe just a broad desire to grow your assets over time.
- Have a general understanding about investing concepts such as types of investments, diversification, compounding and risk tolerance.
- Educate yourself on risks associated with investing.
- Allow for space adjustment between sections in Icon List component
- Allow for more control over vertical alignment of Image component. Right now our options are Top, Middle and Bottom.