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What are Licensing Fees?
Most motif portfolios created by Motif Investing carries a licensing fee, expressed as an annual fee rate. This fee is based on the amount of invested assets and will be deducted from your account balance on a monthly basis. There are no licensing fees for motifs created by you or our community.
To learn more, please read Licensing Fees Explained.
Licensing fees are as follows:
– Next Wave of Innovation Portfolio: None
– Horizon Model Motif Portfolios: None
– Motif 500 Portfolio (Available only in Direct Index Accounts): None
– Motif 500 Portfolio Tilts (Available only in Direct Index Accounts): 0.15%
– Motif Impact Portfolio (Available only in Impact Accounts): 0.25%
– Target Date, Investing Classics, & Bonds Motif Portfolios: 0.25%
– All Other Professional Motif Portfolios: 0.50%
Customizing the Motif 500 portfolio will incur a 0.15% annual licensing fee.
Customizing our Next Wave or Horizon Model portfolios will incur a 0.25% annual licensing fee.
For more details about our fees and pricing, please visit our pricing page.