Sarwa's management fees range between 0.85% to 0.5% annually, depending on your portfolio value - which is calculated as your net deposits + / - profits & losses.
Here's a quick breakdown for you:
- Starter Plan: $5 - $2,500 is free for a year! Please note that after this period, you will be charged Sarwa Management fees of 0.85% per annum, even if you are investing less than $2500
- Standard Plan: $2,500 - $50,000 is 0.85% per annum
- Premium Plan: $50,000 - $100,000 is 0.70% annually
- Platinum Plan: $100,000+, which is 0.5% annually
While the fees are expressed annually, they are deducted on a monthly basis. For example, let's say you have a $10,000 portfolio value, the fees will be 0.85% per year and therefore 0.07% per month (0.85% /12 months) - which means, you're charged $7 per month :)
You can find all details of our fees on our website.