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description OpenInvest Overview
OpenInvest allows families to build highly customized, values-based investment portfolios. Users can specify their desired impact areas and OpenInvest constructs a portfolio aligned with those values. The advisory fee is 0.50%. While the fee is higher than some competitors, the level of customization and control over impact investing is a key differentiator.
OpenInvest is ideal for families who want to actively align their investments with their values.
help OpenInvest FAQ
What is OpenInvest?
OpenInvest allows families to build highly customized, values-based investment portfolios. Users can specify their desired impact areas and OpenInvest constructs a portfolio aligned with those values. The advisory fee is 0.50%. While the fee is higher than some competitors, the level of customization and control over impact investing is a key differentiator. OpenInvest is ideal for families who want to actively align their investments with their values.
How good is OpenInvest?
OpenInvest scores 6.5/10 (Fair) on Lunoo, making it rated in the Finance category.
What are the best alternatives to OpenInvest?
See our alternatives page for OpenInvest for a ranked list with scores. Top alternatives include: Schwab Dividend Equity ETF, Vanguard Dividend Growth ETF, Vanguard S&P 500 Index Fund (VFIAX).
How does OpenInvest compare to Schwab Dividend Equity ETF?
See our detailed comparison of OpenInvest vs Schwab Dividend Equity ETF with scores, features, and an AI-powered verdict.
Is OpenInvest worth it in 2026?
With a score of 6.5/10, OpenInvest is a solid option in Finance. See all Finance ranked.
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