How are my fees deducted from my account? (How am I going to be billed?)

You’ll be billed at the end of each month based on the average daily balance of your Swell account from the preceding month. Swell keeps a small amount of cash (0.25%) in each portfolio which is used to pay for your Swell advisory fees. All cash held in portfolios is in an interest-bearing account and is FDIC-insured.

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