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Currently, it is 0.78% of the assets under management.

• dmoy 5y ago
  Oof that hurts Have you considered using IBKR to do the same sort of automated order execution, but without the AUM fees?
  • ChuckMcM 5y ago
    Not really. Basically the basic calculation I make is what is my time worth vs what I'm paying in management fees. I've been pretty happy and the managed assets have consistently out performed the S&P 500[1] even after accounting for fees. Everyone is different of course, I'm not a min/maxer trying to eek every cent out of my investments. My goals are/were around not having to work if I don't feel like it. I do understand people who use their net worth as some sort of 'score' they feel they need to 'win.' That is not who I am. [1] I basically consider a zero fee robo-investment strategy in specific ETFs as the 'null hypothesis' here. If the team out performs that, it is okay, if they don't we need to talk.
    • disiplus 5y ago
      For how long have you outperformed the S&P500 including feeds ?
      • deleted 5y ago
        [deleted]