You Just Pay a Simple Annual Fee

Fees are automatically calculated and deducted monthly from the account by Interactive Brokers.

Total Cost of Investing
When investing with Sunstate Invest, you bear the following costs:
Advisory Fee (paid to Sunstate Wealth Management LLC): 1.10% – 1.75% per year depending on assets under management (see table above). Charged monthly by Interactive Brokers.
Underlying ETF Expense Ratios: The ETFs in your portfolio charge their own management fees, typically ranging from 0.07% to 0.25% per year for iShares ETFs. These are embedded in the ETF’s price and not billed separately.
Estimated Total Annual Cost: Approximately 1.17% – 2.00% per year, depending on your balance and the ETFs in your portfolio.
Withdrawal Fees: The first withdrawal each month is free. From the second withdrawal onwards, Interactive Brokers charges USD 10 per withdrawal.
Currency Conversion: If you fund your account in a currency other than USD, your bank or intermediary may charge conversion fees. Sunstate Invest does not charge a conversion fee. Past performance is not a guarantee of future results. Fees reduce investment returns.