Save is changing the investment world by doing something no other financial advisor is doing:
If you don’t make money, we don’t make money.
For programs deposited before Dec. 13, 2023, Save’s management fee in the Market Savings program is 35 basis points per year (0.35%), but your portfolio has to earn more than 35 basis points (0.35%) before we take our fee.
| Portfolio earns less than 0.35% | Portfolio earns exactly 0.35% | Portfolio earns more than 0.35% |
|---|---|---|
| Save charges no fee | Save charges no fee | You collect all earnings above 0.35% |
| Your initial deposit stays intact | Your initial deposit stays intact | Your initial deposit stays intact |
For programs deposited on or after Dec. 13, 2023, Save’s management fee in the Market Savings program is 20 basis points per year (0.20%), but your portfolio has to earn more than 20 basis points (0.20%) before we take our fee.
| Portfolio earns less than 0.20% | Portfolio earns exactly 0.20% | Portfolio earns more than 0.20% |
|---|---|---|
| Save charges no fee | Save charges no fee | You collect all earnings above 0.20% |
| Your initial deposit stays intact | Your initial deposit stays intact | Your initial deposit stays intact |
This is our way of guaranteeing that your initial investment always stays intact while it grows.
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