Under the assumptions shown, the lowest calculable charge among the mutually comparable covered brokers is $0.00. This excludes the material costs listed below, and cost alone does not determine whether a broker meets your needs.
Last calculated · Oldest material source verification · Status: published
Complete assumptions
The portfolio value is the modeled average for the year. Contribution growth is not used to infer a different average.
Every fixed input used by the shared annual-cost calculator
Country and currency
United States · USD
Account type
Roth IRA
Required investments
ETFs
Modeled average portfolio value
$10,000.00
New contribution each month
$500.00
Stock/share/ETF purchases each month
1
Fund purchases each month
0
Opening options contracts each month
0
Overseas-currency purchase value each month
$0.00
Full outgoing transfers in the year
0
Modeled period
12 months; monthly activity is multiplied by 12
Rounding convention
Integer minor units; percentage charges use half-up rounding unless a sourced provider rule specifies otherwise
Bid–ask spreads, taxes, regulatory levies, fund ongoing charges, market-data subscriptions, margin interest, cash interest and investment performance are outside the v1 fee model.
Provider-specific charges outside the selected activity may apply; a calculated zero is not a claim that the account is free to use.
Roth IRA eligibility, contribution limits, tax treatment, ETF expense ratios and foreign-currency purchases are not modeled.
Eligibility and coverage
10 covered brokers were evaluated. 9 have mutually comparable modeled calculations; 1 have a material calculation gap; 0 have unknown eligibility; and 0 are ineligible for a selected requirement. Not every broker in the market is covered.
Comparable calculated charges
Ordered by calculable total, with alphabetical tie-breaking. There are no numeric ranks. The lowest annotation applies only to this fixed, current scenario.
Calculated charges among mutually comparable covered brokers
The scenario compares only published account and eligible online US-listed ETF trade rules; matching calculated totals do not establish equivalent products or service.
stock/ETF trading lines: The stock/ETF trading line applies the published eligible online-trade rule to 12 purchases.
account lines: The account line is evaluated separately for the Roth IRA selection and the $10,000 modeled average portfolio value.
Change these assumptions
Open the calculator with this exact country, account, investment, portfolio, monthly activity, FX, transfer, and 12-month setup already filled in.
