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Pricing And Fees

Transparent Costs For Informed Decisions

Legacy Oak Invest keeps pricing and fee information visible, plain-spoken, and easy to review before account or trading actions.

ClearCost review

BeforeOrder submission

ReadyFor disclosures

Investors reviewing account and pricing information with an advisor.

Fee clarity

You can understand costs before you act.

Pricing principles

Costs are visible and understandable.

Legacy Oak Invest presents pricing in plain language so investors can review trading costs, account fees, and product expenses before making decisions.

Transparency

Pricing is easy to find

We do not hide account fees, trading costs, spreads, or product expenses behind marketing copy.

Review

Costs stay close to actions

Order review screens show relevant trading costs before submission.

Disclosure

Pricing shown before action

You can review commissions, spreads, product expenses, and account service fees before trading.

Fee table

Review costs by product and account activity.

The fee schedule helps investors compare trading costs, spreads, fund expenses, and service charges before opening or using an account.

AreaPricing ModelImportant NotesInvestor Review
StocksTransparent trading costsExact costs are shown before order confirmationReview order details before submitting
ETFsTransparent trading costsFund expenses and trading costs are shown clearlyReview ETF expense ratio and holdings
ForexSpread-based or commission scheduleLeverage and financing may applyReview pair, spread, and account impact
CryptoTransaction and spread scheduleVolatility and custody considerationsReview suitability and digital asset risk
Account ServicesService-specific feesWire, transfer, or special handling may applyConfirm before requesting service

Order review

Pricing belongs inside the decision flow.

You can review exact pricing, spreads, product expenses, and account impact before confirming a transaction.

  • Show applicable costs before submission.
  • Distinguish platform fees from product-level expenses.
  • Keep pricing language consistent across product pages and order review.

Questions about costs?

Speak with us before opening an account.

Use the contact page to ask about pricing, account types, or platform access.