SmartWealth charges a monthly advisory fee based on the annual advisory fee rate relevant to your account. 

To view more information of the different pricing schemes, click here.    

Example: an account with an average monthly balance of $100K will have a monthly advisory fee of $103 (based on a 1.25% annual advisory fee). Assuming 30 days in the month and 365 days in the year, the math is as follows: $100,000 * .0125 * (30/365)  

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