Use this calculator to estimate your fees and potential savings.
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Savings over 20 years
Understand your fees
We charge a fraction of what traditional advisory services charge so your money can work for you. That is $1 per month for accounts under $2,500 or 0.5% per year for accounts above $2,500. We invest your money in low-cost, exchange-traded funds at companies such as Vanguard and BlackRock. In addition to the Finhabits fee, these funds will also charge you an average fee of 0.12% per year.
No, it’s your money and you can take it out any time you want. However, we recommend our customers to invest with us at least for 1 year to see the benefits of investing.
What return can I expect from a Finhabits portfolio?
Returns depend on your profile and timeframe of your goal. Our conservative portfolios (for a 3-years goal) have an expected return of 2-3% per year. Our more aggressive portfolios (for a goal of 6 or more years) have an expected return of 6-8% per year.
How does Finhabits’ security compares to a bank’s security?
Investing with Finhabits is secure. We take multiple measures to protect you and your money. For example, we utilize bank-level security protocols when your personal information is in transit.