Gravity believes in straight forward,
honest and transparent fees.

With Gravity Investments you will Never:

  1. Get charged any hidden fees.
  2. Be billed by Gravity for any commissions or trading costs.
  3. Be presented with any fees that are confusing.
  4. Gravity never takes any kickbacks from product companies, banks or anyone else.

 

What Gravity will do!

  1. When Gravity has discretionary authority over security selection we use the lowest cost option whenever possible
  2. Evaluate the incremental benefit of a security in relation to its expenses
  3. Endeavor to drive any outside fees and expenses out of your investment solution
  4. Gravity reserves the right to charge additional fully disclosed fees for more complex strategies, including those with short selling, leverage, derivatives, or those using our upcoming machine learning forecasting engine.

Gravity’s fee schedule is based on pooled capital with our institutional and advisory partners. All investors within that firm are billed at the same rate. This rate billed may decrease over time. We provide substantial breakpoints for firms that use our technology to outsource more and more of their accounts and strategies.

  • Gpshere Managed Assets:
    $(MM) Quarter Ending
  • Base Robo Fee:
    (annual basis points) includes strategic ETF models OR your own security universe, reoptimization, rebalancing and policy tree logic
  • Optional Investment Services:
    Diversification Overlays, managed account strategies, collaboration models, A.I. Stock selection or scoring
  • 5
    10
    25
    50
    100
    250
    500
    1000
    2500
    5000
    10000
    20000
  • 43.5
    41
    38.5
    36
    33.5
    31
    28.5
    22.5
    17.5
    12.5
    10
    8.5
  • Varies
    Varies
    Varies
    Varies
    Varies
    Varies
    Varies
    Varies
    Varies
    Varies
    Varies
    Varies
OPTIONAL SETUP SERVICES
  • Gsphere Managed Assets
    0
  • Base Robo Fee
    37.5
  • Optional Investment Services
    Varies
Custom Developement
  • Gsphere Managed Assets
    2.5
  • Base Robo Fee
    35
  • Optional Investment Services
    Varies
Training
  • Gsphere Managed Assets
    5
  • Base Robo Fee
    32.5
  • Optional Investment Services
    Varies
Addiotional Data
  • Gsphere Managed Assets
    10
  • Base Robo Fee
    30
  • Optional Investment Services
    Varies
Special Hosting
  • Gsphere Managed Assets
    25
  • Base Robo Fee
    27.5
  • Optional Investment Services
    Varies
Work Flow Configuration
  • Gsphere Managed Assets
    50
  • Base Robo Fee
    25
  • Optional Investment Services
    Varies
Reporting
  • Gsphere Managed Assets
    100
  • Base Robo Fee
    22.5
  • Optional Investment Services
    Varies
Client Portal
  • Gsphere Managed Assets
    250
  • Base Robo Fee
    20
  • Optional Investment Services
    Varies
Performance Reporting
  • Gsphere Managed Assets
    500
  • Base Robo Fee
    17.5
  • Optional Investment Services
    Varies
Account migration
  • Gsphere Managed Assets
    1000
  • Base Robo Fee
    15
  • Optional Investment Services
    Varies
  • Gsphere Managed Assets
    2500
  • Base Robo Fee
    12.5
  • Optional Investment Services
    Varies
  • Gsphere Managed Assets
    5000
  • Base Robo Fee
    10
  • Optional Investment Services
    Varies
  • Gsphere Managed Assets
    10000
  • Base Robo Fee
    7.5
  • Optional Investment Services
    Varies

Interested in learning more about our Gsphere robo advisor?

Please fill out this form to receive a personal consultation.


*Min Quarterly Technology Fees $7500 (includes technology license, hosting, data, updates, custom branding, training, strategy setup, user accounts and workflow configuration, and support)

*Quarterly minimum tech fee credited toward gsphere managed assets

*Does not include: trading, custody, and clearing fees from your custodian

One Time Base Setup For Optional Services Including: Custom Development, Additional Data, Special Hosting, Reporting, Client Portal, Performance Reporting, and Account Migrations.