How much does XYIS cost?
Our pricing structure for the TAMP is below.
$0 - $5M AUM - 35 basis points
$5M - $25M AUM - 30 basis points
$25M+ AUM - 25 basis points
There is no extra cost to use Orion on top of the XYIS basis point fee.
*Schwab charges transaction fees for some mutual funds. Please let us know if you have any questions about transaction costs.