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Personal Investing
Account Fees and Minimums
Low-cost investing can help maximize your portfolio returns over time.
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Understanding Fees with Your Account
As you grow your investment portfolio, it’s important to understand and review all the fees associated with your accounts and the fee impact on trading. Here's what MissionSquare charges (and doesn’t charge).
Types of Account Fees
Expense Ratios
For mutual funds and ETFs the expense ratios vary depending on what you include in your portfolio.
Trading Fees
Some firms charge fees and commissions just for buying or selling securities, but MissionSquare allows you to trade ETFs and stocks for free.
Frequently Asked Questions
Should I invest in stocks, ETFs, or mutual funds?
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Your ideal asset allocation depends on your financial goals and target timeline. MissionSquare financial planning services can help you determine the best portfolio composition for you.
Are ETFs good for beginner investors?
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Yes, ETFs are typically a good investing option for beginners. They offer a low-cost way to diversify your portfolio.
Are stocks a good investment for retirement?
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Adding individual stocks to your retirement account can be beneficial, but it’s generally recommended to diversify with a mix of asset types. Talk to a Certified Financial Planner® professional for advice suited specifically for your situation.
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Personal Investing
Explore MissionSquare personal investment products with diverse options to create a balanced portfolio.
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Roll-In Services
If you’re managing multiple retirement accounts, we can help you streamline the process by rolling them into one account, whether it’s a 457(b), 403(b), traditional or Roth IRA, or 401(k).
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Financial Planning
With your MissionSquare account, you have access to financial planning services like one-on-one guidance from a CERTIFIED FINANCIAL PLANNER® professional, a personalized financial goal plan, and webinars on popular topics like estate planning, Medicare, and more.
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