Pricing

  • For individuals

    Get started with as little as a $100 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 charges the lower of $25/mo or 0.25% on plan assets held by each individual employee.

    AUM fees

    Basic Capital charges 0.50% on total assets held by each employee LLC.

  • 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.