Call 1.866.825.3005 for more information
Call 1.866.825.3005 for more information
365 days
365 days
2% fee
$50,000 minimum
365 days
365 days
1.5% fee
$30,000 minimum
365 days
365 days
2% fee
$30,000 minimum
365 days
365 days
2% fee
$50,000 minimum
365 days
365 days
2% fee
$30,000 minimum
365 days
365 days
2% fee
$30,000 minimum
365 days
365 days
2% fee
$30,000 minimum
Important Information
1. Performance of the portfolio manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.
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