Low, easy-to-understand fees.

With IB Asset Management, you’ll always know exactly how much you’ll be paying.

Here’s how our fees work:

  • You pay a single fee for assets invested in an IB Asset Management portfolio.
  • We don’t charge you any fees for uninvested cash in your IB Asset Management account.
  • Depending on the portfolio, we charge you either for:
    • Standard portfolios: an asset-based management fee ranging from 0.08% to 1.5% per year of the gross market value of your investments or
    • Performance fee portfolios: an annual asset management fee ranging between 0.25% and 1.5% plus a performance fee ranging between 2% and 12% of your investment’s net positive performance.

    In order to qualify for Performance fee portfolios you need to have either $1,000,000 under management at IB Asset Management or a total net worth of $2,100,000 (not including your primary residence).

No Fees

What about transaction costs?

  • All IB Asset Management transactions are executed by Interactive Brokers - one of the lowest cost brokers.
  • Most transactions cost less than $1 per trade.
  • IB Asset Management never marks up any transaction costs.

With IB Asset Management, you’ll never pay:

Sales fees, load fees, entry fees, exit fees, or fees on uninvested cash.