Sarwa charges a wrap fee of 0.85% of your account per year. It drops to 0.5% for accounts with a balance of $100,000 and above.
No commissions, no surprises.
This fee is billed at the end of each month on the average account value for the month.
So let's say you started investing $10,000, you will pay us around $7 per month for our service! The price of a cup of coffee.
This pricing strategy is designed this way to ensure that Sarwa and its clients are always on the same side of the table, forming more of a partnership: if your account is doing better, Sarwa does better, and if your account is doing worse, Sarwa does worse- that’s how it should be.
Learn more about our pricing here.