Will I be charged for the rebalancing of Managed Portfolios?

• Related Articles

• Do I pay brokerage fees when investing in Managed Portfolios?

  No brokerage fees are charged when investing in Managed Portfolios or rebalancing them. The primary cost to you is the AUM-based advisory fee. The fee structures for each portfolio, including how brokerage is treated, are clearly disclosed and can be ...

• Are Managed Portfolios safe to invest in?

  Managed Portfolios are diversified, research-backed baskets of stocks and ETFs. Diversification reduces risk compared to investing in a single security. However, they are still subject to market fluctuations, and returns are not guaranteed. The ...

• Are there any fees for investing in Managed Portfolios?

  Yes. Each Managed Portfolio carries an advisory fee based on Assets Under Management (AUM). The fee is charged as a percentage of the assets you hold in that portfolio. The exact fee varies across portfolios, depending on whether it is a Core or ...

• Why did Vests get rebranded to Managed Portfolios?

  The rebranding from Vests to Managed Portfolios was undertaken to better align the product with its underlying value proposition. The term Managed Portfolios communicates that these portfolios are actively monitored, research-backed, and managed ...

• How do I cancel the rebalancing of my Managed Portfolio?

  When a rebalance becomes available, you will first receive an email notifying you. You’ll also see a banner on the Managed Portfolio card within the app. If you select the View option, you’ll be shown a detailed summary of the changes. This will ...