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Public Advisors Fees (2026): What You Pay in Dollars at $250k, $500k, $1M

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Updated September 28, 2026. Quick answer: Public Advisors discloses a tiered schedule starting at 0.29% in its Form ADV Part 2A (March 29, 2026). Converted to dollars, that runs $1,013 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.

Fee schedules at comparable advisory firms: Nationwide Investment Advisors Fees (2026) and Northern Trust Wealth Management Fees (2026).

For a closer look at this firm: Public Advisors Review.

The published numbers

From the Form ADV Part 2A (March 29, 2026): “Tier Treasury Account Portfolio Value Annual Management Fee 1 The first $25,000 0.29% 2 The next $75,000, up to $100,000 0.24% 3 The next $900,000, up to $1,000,000 0.19% 4 The next $4 million, up to $5,000,000 0.14% 5 Assets over $5,000,000 0.09%”

Note: CRD 318234 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. The registrant is Public Advisors LLC, which IAPD also lists as Public.com and Open to the Public Advisors. The brochure reports $25,350,835 in client assets managed on a discretionary basis as of March 28, 2026. The priced schedule is the tiered Management Fee for its Treasury Account; the firm’s Direct Indexing account is charged a flat 0.19% and its Generated Assets account a flat 0.49%, and neither is priced here.

  • $0-$25,000: 0.29%
  • $25,001-$100,000: 0.24%
  • $100,001-$1,000,000: 0.19%
  • $1,000,001-$5,000,000: 0.14%
  • $5,000,001 and above: 0.09%

The Management Fee covers investment advisory services only. It does not cover trade execution, which is provided by the firm’s affiliated broker-dealer, Public Investing; for Treasury accounts that broker charges a markup or markdown on each Treasury purchase or sale, and it may also charge wire transfer, paper statement and inactivity fees. Those costs are in addition to the Management Fee and are not reflected in the figures below. The firm may negotiate, reduce or waive the fee and may change the rates on written notice.

What you would pay

Account balanceAnnual fee (dollars)Effective rate
$250,000$5380.22%
$500,000$1,0130.20%
$1,000,000$1,9630.20%
$2,000,000$3,3630.17%

The Treasury Account schedule is marginal, so each rate applies only to the slice of the balance inside its band. For example, a $500,000 balance pays 0.29% on the first $25,000, 0.24% on the next $75,000 and 0.19% on the remaining $400,000. Each result lands on a half dollar and is rounded up to the next whole dollar. The brochure discloses no minimum annual fee for the Treasury Account, though it requires $1,000 to open and maintain one.

How this compares

Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Public Advisors’s own published rate runs $1,013 a year.

Comparing Public Advisors against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.

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Sources

Methodology. This page was built September 28, 2026, drawing on Public Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.

Thinking about leaving Public Advisors instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.