Basic Capital

Pricing

  • For individuals

    Get started with as little as a $1,000 contribution

    Account fees

    Basic Capital has a $25 monthly account fee, billed annually

    AUM fees

    Basic Capital charges 0.5% on total assets invested in the Basic Capital account

  • For employers

    Offer your employees better retirement benefits and education for a low monthly fee

    Account fees

    Basic Capital for Employers is $25/mo/employee, billed monthly

    AUM fees

    Basic Capital charges 0.25% on total assets invested in each Basic Capital account

  • For advisors

    Offer private banking-like services to your clients while staying completely independent

    Account fees

    Basic Capital for Advisors is $300/client, billed annually

    AUM fees

    Basic Capital charges 0.50% on total assets invested in each Basic Capital account