Fees are computed differently according to the source of funds (Cash/CPF-OA/SRS) and goal type . If you have more than 1 funding source in your Endowus account (ie. both cash and CPF-OA), the fees will be computed separately.
How do I know the goal type of my investment goal?
(1) Endowus Access Fee: paid to Endowus for investment advice, portfolio creation and rebalancing, brokerage, and transfers via FAST.
Access Fee per annum based on assets under advice (AUA):
0.60% S$200,000 and below
0.50% S$200,001 to S$1,000,000
0.35% S$1,000,001 to S$5,000,000
0.25% S$5,000,001 and above
(2) Fund-Level Fee (total expense ratio): paid to the Fund managers. The fee is embedded in the Net Asset Value (NAV) of the Fund.
(1) Endowus Access Fee: paid to Endowus for investment advice, portfolio creation and rebalancing, brokerage, and transfers.
Access Fee per annum based on assets under advice (AUA): 0.05% flat fee for any amount.
(2) Fund-Level Fee (fund total expense ratio): paid to the Fund managers. The fee is embedded in the Net Asset Value (NAV) of the Fund
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(1) Endowus Access Fee: paid to Endowus for investment advice, portfolio creation and rebalancing, brokerage, and transfers.
Access Fee per annum based on assets under advice (AUA): 0.40% flat fee for any amount.
(2) Fund-Level Fee (fund total expense ratio): charged by the fund manager out of the underlying fund Net Asset Value (NAV).
Please note that Endowus will rebate 100% of trailer fees back to you. Read more about trailer fees here.
(3) Agent Bank Charges: These are charges levied by the Agent Bank of your CPF Investment Account (DBS, UOB, OCBC)
*Please note that agent bank charges are GST applicable
(1) Endowus Access Fee: paid to Endowus for investment advice, portfolio creation and rebalancing, brokerage, and transfers.
Access Fee per annum based on assets under advice (AUA): 0.40% flat fee for any amount.
(2) Fund-Level Fee (total expense ratio): paid to the Fund managers. The fee is embedded in the Net Asset Value (NAV) of the Fund .
(1) Endowus Access Fee: paid to Endowus for investment advice, portfolio creation and rebalancing, brokerage, and transfers.
Access Fee per annum based on assets under advice (AUA): 0.05% flat fee for any amount.
(2) Fund-Level Fee (fund total expense ratio): paid to the Fund managers. The fee is embedded in the Net Asset Value (NAV) of the Fund
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Log in to your Endowus account via a web browser > Select your goal.
