Wrap Fee Pricing

While your account is participating in an employer's plan, we'll waive the wrap fees owed on your account*

*Miscellaneous custodial fees may still apply

Wrap Fee Pricing

While your account is participating in an employer's plan, we'll waive the wrap fees owed on your account*

*Miscellaneous custodial fees may still apply

However, if you leave an employer's plan, our fee structure varies

depending on the amount of money invested in your Cudos account:

Sprouting money tree from hand

For accounts with less than $10,000:

$3/mo

flat fee billed monthly

Money Tree Icon

For accounts with $10,000 or more:

0.30%

of the account balance

per year, billed monthly

However, if you leave an employer's plan, our fee structure varies depending on the amount of money invested in your Cudos account:

Sprouting money tree from hand

For accounts with less than $10,000:

$3/mo

flat fee billed monthly

Money Tree Icon

For accounts with $10,000 or more:

0.30%

of the account balance per year, billed monthly

While your account is participating in an employer's plan, we will waive the wrap fee owed on your account. However you are ultimately responsible for these fees and will be liable for them whenever we do not waive them on your behalf.