Go Invest LLC offers an online platform to help retirement plan sponsors administer their plans and provides individual retirement account (IRA) services. Clients access a secure website with summaries of their account value, investment performance, and contribution data. Go Invest offers investment options using indexed mutual funds and exchange-traded funds (ETFs) in three categories: a default option, risk-based portfolios, and custom portfolios. Auto-rebalancing occurs on a discretionary basis or when directed by a client.
Assets Under Management$890M
Clients4,277
Advisors1
Avg. per Client$210K
Avg. per Advisor$890M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.45% |
The asset-based fee varies per plan or account; all fees are detailed in your fee disclosure. Published fees are negotiable at the plan level.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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