Investing with Origin is unique in that we don’t charge any asset under management (AUM) fees, which means investors keep more of their returns by investing with us.*
Other robo-advisors take between 0.25% and 0.5% in AUM fees, and traditional wealth managers can charge up to 2%. For an investor looking to contribute regularly over a longer period of time, no AUM fees means they could be saving tens to hundreds of thousands of dollars by investing with Origin.
*Origin investment accounts have 0.00% advisory fees. Expenses charged by our custodian, DriveWealth, may still apply to Origin investment accounts, which could include ACH fees or wire transfer fees. A list of all possible fees charged by our custodian is presented as part of the account opening process.
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