Motif compared to brokers [table “6405” not found /]
Motif compared to robo-advisors
Account minimum

$1,000 for Motif Impact Portfolio. $10,000 for Direct Index accounts.
Account management fee

0.25%.
Investment expense ratios

Licensing fees for motifs range from 0.25% to 0.50%.
Account fees (annual, transfer, closing)

No inactivity or annual fees; $95 IRA closure fee; $65 full account securities transfer out fee.
Portfolio mix

Choice of three SRI portfolios focusing on fair labor, the environment and good corporate governance.
Accounts supported


  • Individual and joint nonretirement accounts.

  • Traditional, Roth and rollover IRAs.

  • Trusts.
Tax strategy

Not available.
Automatic rebalancing

Free on all accounts.
Human advisor option

Not available.
Tools

Investors can track and benchmark motifs; tailored news feed.
Customer support options (including website transparency)
Phone support Monday - Friday, 9 a.m. to 6 p.m. Eastern. Email and text support.
PromotionNone.