Illustrative only. Not actual client results. The illustration is a result of your own user inputs and does not constitute a recommendation, or an example of past results of a recommended portfolio. Investments involve risk and past performance does not guarantee future results.
If you invest $10,000, your annual fee is $100.
That covers everything: your custom portfolio, your advisor, full transparency, and ongoing optimisation.
Your fee only changes as your account grows. When you win, we win.
Actively exclude the industries you don't support.
See every company you invest in and why.
A personal advisor to help your strategy evolve with your life.
| Honestly | ESG Funds & ETFs | Financial Advisors | Robo-Advisors | |
|---|---|---|---|---|
| Values you control | ||||
| Transparent holdings | ||||
| Personalisation | ||||
| All-in simple pricing | ||||
| Built around your beliefs |
Pre-packaged portfolios, funds, and ETFs often include companies you rather avoid – big oil, fast fashion, or tobacco – even when they claim they don’t.
Honestly empowers you to exclude industries that don’t match your values and focus on the ones that do.
We handle the research and portfolio building, keeping investing simple, so you get a portfolio that reflects what you believe in.
Independent advice. Professional infrastructure.
Honestly was built to make values-based investing accessible, transparent, and straightforward.
Client assets are held at Charles Schwab, so you always know your money is secure and never in our hands. We are a member of the XY Planning Network (XYPN), which connects us to a community of independent, fee-only financial advisors. Manage your portfolio online anytime, with advisor support available when you need it.
Honestly charges a flat 1% annual fee based on your assets under management. On a $10,000 portfolio, that’s $100 per year. There are no setup fees, trading fees, rebalancing fees, or exit fees.
Everything: your custom portfolio, advisor support, portfolio monitoring, rebalancing, impact and values tracking, and ongoing access to the platform.
No. There are no trading commissions, no setup costs, and no fees to leave. The 1% annual AUM fee is the only charge.
No. You can leave at any time with no exit fees. Your money is always yours and always accessible.
The fee is always 1% of your current account value. If your account grows, the dollar amount of the fee increases proportionally — but the percentage stays the same.
Your money is held in your own account at Charles Schwab, one of the largest financial custodians in the world. Honestly never has direct custody of your funds.
Because your assets are held at Charles Schwab in your own name, they are protected even if Honestly Financial LLC ceased operations. Schwab accounts are SIPC-insured up to $500,000.
Even if you’re new to investing, Honestly makes it easy to get started. Our advisors help you build a portfolio that fits your values — and keeps pace with your financial goals.
Custom portfolio. Total transparency. Built to perform. This is ethical investing on your terms.