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Updated September 28, 2026. Quick answer: Interactive Advisors discloses a flat rate of 0.2% for its own in-house Interactive Advisors Portfolios (independent Manager Portfolios are priced separately, from 0.25% to 0.75%, and are not individually negotiated) in its Interactive Advisors (Covestor Ltd) Informational Brochure (February 23, 2024). Converted to dollars, that runs $1,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Interactive Advisors (Covestor Ltd) Informational Brochure (February 23, 2024): “For the Interactive Advisors Portfolios, Interactive Advisors charges investing clients an annual Management Fee ranging between 0.10% and 0.20% of the market value of client assets invested in each portfolio. For the Smart Beta, Asset Allocation, and Socially Responsible Investing Portfolios, Interactive Advisors charges 0.20% of the market value of client assets invested in one of these portfolios.”
Note: Interactive Advisors charges distinct Management Fees per portfolio a client invests in; this page prices the firm’s own in-house Interactive Advisors Portfolios (Smart Beta, Asset Allocation, Socially Responsible Investing and Index Tracking, all a flat 0.20%). Its independently-run Manager Portfolios instead charge 0.25% to 0.75%, varying by which outside manager’s strategy is selected. This is not priced here because the brochure states only a range with no single figure per manager.
The published flat rate: 0.2% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $500 | 0.20% |
| $500,000 | $1,000 | 0.20% |
| $1,000,000 | $2,000 | 0.20% |
| $2,000,000 | $4,000 | 0.20% |
Interactive Advisors’ own in-house portfolios (Smart Beta, Asset Allocation, SRI) each carry a flat, published 0.20% annual fee; dollar_at = balance x 0.002 at each of the four balances. Its Index Tracking Portfolios also charge 0.20%, per the brochure; its Manager Portfolios (run by independent third-party managers) instead range 0.25% to 0.75% and are not priced here.
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, Interactive Advisors’s own published rate runs $1,000 a year.
Comparing Interactive 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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- Interactive Advisors (Covestor Ltd) Informational Brochure (February 23, 2024): https://cdn.interactiveadvisors.com/documents/official-notices/informational-brochure-23-feb-2024.pdf?v=5f9548b7
- SEC Investment Adviser Public Disclosure, Covestor Ltd (d/b/a Interactive Advisors) (CRD #145694): https://adviserinfo.sec.gov/firm/summary/145694
- Covestor Ltd (d/b/a Interactive Advisors), SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/145694/PDF/145694.pdf
Methodology. This page was built September 28, 2026, drawing on Interactive Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session 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 Interactive 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.
Weighing whether to move ahead? Read the full Interactive Advisors review.
What does it take to open an account? See Interactive Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Is Interactive Advisors a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.