Are there any management fees?

Joining and browsing our fund offerings requires no obligation.

Should you choose to invest, a small service fee will be associated with your investment. Investment service fees are typically 0.25% (annualized), and they are applied monthly based on outstanding principal. These fees compare extremely favorably to those charged by other actively-managed funds, particularly in specialty markets such as solar, and they even fit comfortably into the low-fee index and ETF investment options that we see succeeding in the market today.




In addition to administrative and legal expenses, fees cover ongoing reporting and investment communications, as well as the creation of educational content and expanded investment options/offerings for our investor community.

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