– Samvitti operates with discount brokers, paying flat fees per order.
– They manage their own domain and risk management, resulting in negligible brokerage costs that benefit their investors.
– They employ a 1.5-20 fee structure, where performance fees are calculated after accounting for all portfolio-related costs.
– Investors have the option to choose a 2.5% fixed management fee with no performance fee.
– Portfolio performance is shared daily on a (t+1 basis) via their mobile app.
– Detailed reports are provided monthly, quarterly, or upon request.