Are there any management fees?

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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.

 

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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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