Our fees are flat, fair, and inclusive. You will pay 0.75% annually on your balance.
Swell requires an initial minimum account balance of $50. We won’t penalize you if market performance causes your account to dip below $50, but if you choose to withdraw an amount that will take your account below the minimum, we will ask you to either skip the withdrawal or close your account instead.
If all you ever do is put in your first $50, your annual fees will be approximately $0.375 ($50 * 0.0075= $0.375).