chazlupei

I should have linked through: https://valuedinvesting.com/signup/get-started.php

that's a great question. The management fee is slightly higher than online advisors that use broad-index ETFs (Wealthfront, Betterment charge ~.25% to .35%). However to get to an apples-to-apples comparison, you have to include the ETFs expense ratio (which can range from .15% to .45%). When you look at other socially responsible investing options (mostly mutual funds), the 0.6% fee is rather low.

I wrote a post about historic performance of socially responsible investment (SRI) funds. Academic studies show that SRI funds meet or beat the benchmark in 89% of studies. http://blog.valuedinvesting.com/performance-and-responsible-...