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Investing Details

We Do the Heavy Lifting

Axos Invest Managed Portfolios build, monitor, and automatically rebalance a diversified portfolio based on your goals.

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Fees and Features

It’s important to understand not just how much you’ll pay but also what features you’ll have with an investment account. Check out how Axos Invest stacks up against the competition.*

Betterment Wealthfront Fidelity Go
Advisory fees 0.24% 0.25% 0.25% Up to 0.35%
Account minimum $500 $0 $500 $10
Tax-loss harvesting
Unlimited and automatic rebalancing
Number of asset classes Over 30 Up to 14 Up to 11 6 to 8
Exclude ETFS from portfolio to avoid wash sales
Ability to choose individual asset classes
Taxable account
SEP IRA
Traditional IRA
Roth IRA

Frequently Asked Questions

The account minimum for Axos Invest Managed Portfolios is $500.

Your 0.24% annual advisory fee is calculated monthly based on your account's invested asset balance on the last day of the month and will automatically be deducted from your account.

We offer Individual Personal Investment Accounts, Roth IRA accounts, Traditional IRA accounts, and SEP IRA accounts.

Yes, you can withdraw money from your taxable investment account at any time. However, there may be fees for withdrawing from an IRA or nontaxable account.

We let you set financial goals -- like building an emergency fund or a down payment for a new home -- and the timelines to meet them. We help automate each goal by suggesting deposit plans, rebalancing your investments, and tracking your progress.

Invest and chill.

We'll monitor your portfolio with you.