facebookLooking to invest in DFA funds. How do the fees of IFAs compare to that of Moneyowl and Endowus? Any advice? - Seedly

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Anonymous

29 May 2020

Robo-Advisors

Looking to invest in DFA funds. How do the fees of IFAs compare to that of Moneyowl and Endowus? Any advice?

Discussion (1)

What are your thoughts?

Hariz Arthur Maloy

Hariz Arthur Maloy

29 May 2020

Independent Financial Advisor at Promiseland Independent

Hi Anon, IFA fees would differ from advisor to advisor. The only thing that stays constant in this case is the fund level fees, inability to charge sales charge for DFA funds, and the no trailer fees paid from DFA.

But different qualified distributors of DFA Funds may charge different annual advisory fees, they may charge an hourly fee for consultation, and may also different minimum to invest and tier pricing for amounts invested.

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