Illustrative only. Not actual client results. The illustration is a result of your own user inputs and does not constitute a recommendation, or an example of past results of a recommended portfolio. Investments involve risk and past performance does not guarantee future results.
If you invest $10,000, your annual fee is $100.
That covers everything: your custom portfolio, your advisor, full transparency, and ongoing optimisation.
Your fee only changes as your account grows. When you win, we win.
Choose the industries, practices, or issues you want to avoid, from fossil fuels to fast fashion to tobacco. In seconds, we turn your choices into a personalized investment strategy for your review.
Your money can finally stop funding what you don't believe in.
When you work with us, we show you every company in your portfolio, you can continue to tinker with the recommendation using our proprietary portfolio builder.
You finally understand your investments and feel confident about them.
If you like your sample portfolio, but need a little more understanding, we match you with a financial expert who helps you fine-tune your strategy and adapt it as your life and values evolve.
Increased comfort with a plan that grows with you.
Monitor your performance alongside the market, see how closely your investments align with your values, and get full transparency at all times.
You stay in control without doing the heavy lifting.
You get the freedom of a modern platform with the security of a name you already trust.
Your investments are held in your own account at Charles Schwab, one of the largest and most trusted custodians in the world.
Even if you’re new to investing, Honestly makes it easy to get started. Our advisors help you build a portfolio that fits your values — and keeps pace with your financial goals.
One simple 1% annual fee
No setup, trading, or exit fees
Leave anytime
Even if you’re new to investing, Honestly makes it easy to get started. Our advisors help you build a portfolio that fits your values — and keeps pace with your financial goals.
Custom portfolio. Total transparency. Built to perform. This is ethical investing on your terms.
