How to Fight Fundrise Fees and Get Them Waived Hassle-Free

Fight and Waive Fees How to Fight Fundrise Fees and Get Them Waived Hassle-Free

Fight Fundrise Fees and Get Them Waived

Fundrise is an investment firm dedicated to helping the everyday investor invest in real estate without the high fees typically associated with such endeavors. Fundrise uses automated technology to acquire real estate assets of all types and works to increase their value over time, passing earnings along to investors.

Even though Fundrise offers lower fees than many other investor firms, they do still have fees associated with their work to manage the fund. Often it can be hard to fight these fees, even if you believe you have been charged in error. If you would like to fight or waive , though, now you have a resource on your side to help: DoNotPay. 

Overview of Fundrise Fees

 charges fees to its investors to help cover the work of managing their accounts. The fees break down into three main types:

  1. Annual advisory fees. Fundrise's annual advisory fees are charged at a rate of 0.15%. This means that you will pay $1.50 in advisory fees per year for every $1,000 that you have invested in the fund.
  2. Annual flat management fees. This fee is charged at a rate of 0.85% annually. This means that you would pay $8.50 per year in management fees for every $1,000 invested in Fundrise.
  3. IRA investment fees There is an annual asset fee of $125 when you invest in an IRA through Fundrise. This fee is charged by Fundrise's IRA custodian, Millennium Trust Company.

What Do Fundrise's Annual Advisory Fees Cover?

Fundrise's advisory fee exists to fund the automated technology driving our investment platform. Your fees reimburse Fundrise for things like Fundrise's:

  • Customized client performance reporting
  • Automated dividend distribution system
  • Automated tax management dashboard
  • Customer support and investor relations
  • Portfolio construction

What Do Fundrise's Management Fees Cover?

Fundrise's management fees help cover investment allocation and advisory oversight of the projects comprising our investors' portfolios.

How to Avoid Fundrise Fees

If you would like to get your Fundrise fees waived, you have some options. These include the following:

Friend Referral

One way to get your Fundrise advisory fee waived is to refer your friends to the service. Get an invite link from Fundrise and send it to your friends and family. You will receive a fee waiver for each person who joins based on the following schedule:

Starter account90-day fee waiver
Basic account90-day fee waiver
Core account180-day fee waiver
Advanced account270-day fee waiver
Premium account365-day fee waiver

IRA fee waiver

Your IRA fee will be waived if you do either of the following:

  • Earn a one-year fee waiver when you invest $3,000 or more.
  • Achieve and maintain an account value of over $25,000.

Where Can I See My Fundrise Advisory Fee Waiver?

You can confirm that an advisory fee waiver has been applied to your account in the advanced options section of your account settings. There, you can also find how much time you have left on your advisory fee waiver.

How to Fight Fundrise Fees

If you feel that you have been charged a fee in error, fighting it with Fundrise could be a big challenge. There is no clear public guidance as to how to fight Fundrise fees, and their rules and regulations indicate that many disputes would need to be resolved through arbitration.

If a Fundrise client such as yourself should decide to pursue arbitration, they would be on the hook for the costs associated with that process, which can be substantial. Surely, you're probably thinking, there must be a better way. And now there is.

How to Fight Fundrise Fees Using DoNotPay

The better option is none other than DoNotPay. DoNotPay can take the hassle out of trying to fight Fundrise fees yourself.

Here's how you can use DoNotPay to appeal fees:

  1. Search "appeal fees" on DoNotPay, choose the Fight and Waive Fees product, and select the type of fee you want to appeal.


  2. Select the merchant you want to appeal fees for and enter the details of your transaction, including an associated account if you have one.


  3. Submit your case! DoNotPay will generate the best argument for your case and make sure your fee waiver request gets sent to the merchant for processing.


Why Use DoNotPay to Fight Fundrise Fees?

DoNotPay makes the process of fighting Fundrise fees remarkably simple. No more costly lawyers or time-consuming attempts to cut through red tape. DoNotPay is known for being

  • Fast
  • Easy
  • Successful

DoNotPay is your most convenient route to fighting fees from Fundrise or getting them waived.

What Other Company Fees Can DoNotPay Help Me Fight?

DoNotPay isn't limited to helping you fight fees from Fundrise. It can help with fee waivers of all types, from all sorts of companies. A brief sample of the sorts of fees that DoNotPay can assist you in recovering includes:  

Try DoNotPay today to see all the ways it can help you save money by recovering fees, getting them waived and more!

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