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Fees and commissions

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At Folionet, we believe in transparency as the foundation of a solid relationship with our clients. That's why we display the fees associated with our products clearly and accurately.

The fees vary depending on the type of account you choose. Here are the different scenarios:

Advisory Accounts

No fees are charged for daily transactions (buys, sells) or portfolio rebalancing for money movements or position rotations. Only a fee of up to 1% annually of the daily average portfolio value is charged, billed quarterly at up to 0.25% per quarter.

  • Example: A portfoliAn account averaging $10,000 daily will have an annual charge of 1% ($100), billed quarterly as 4 payments of $25 at the end of each quarter.

Self-Investing Accounts

A flat fee of $0.98 per transaction (buy or sell), regardless of order size. When selling, the NYSE may additionally charge a few cents depending on the size of the transaction.

Joint Accounts

Available as either Managed or Personal Accounts; fees will follow the corresponding method. Additionally, a minimum investment of $5,000 is required; if the balance falls below this, a monthly fee of $10 will be charged until the minimum is reached.

Minor Accounts

No fees for daily transactions (buys, sells) or portfolio rebalancing. Only a fee of up to 1% annually of the daily average portfolio value, billed quarterly at up to 0.25% per quarter.

  • Example: An account averaging $10,000 daily will have an annual charge of 1% ($100), billed quarterly as 4 payments of $25.

Bond Accounts

Through our strategic partnerships, you can acquire U.S. Treasury Bills with maturities of up toThrough our commercial partnerships, it is possible to purchase U.S. Treasury Bonds with terms of up to 12 months. The fee for buying/selling these assets ranges from 0.1% to 1% depending on availability.

If you have accounts of different types, each will follow its corresponding fee structure.

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