Are there withdrawal fees or restrictions?

Illuminate doesn't charge any fees or restrictions for withdrawing funds from your account or closing your account entirely. We also don't charge any transfer fees when moving money to your bank account.

Brokerage Accounts - There are no penalties or fees for withdrawing money from your standard Illuminate investment account. You can withdraw any amount at any time without incurring charges from Illuminate.

Roth IRA Accounts - While Illuminate doesn't charge penalties for withdrawals from Roth IRA accounts, please be aware that IRS rules may apply.

Form ADV Part 2A

How can we help?

Illuminate Advisers, LLC ("Illuminate") is an investment adviser registered with the Securities and Exchange Commission ("SEC"). By using this website, you accept our Terms of Use and Privacy Policy. Illuminate's investment advisory services are available only to residents of the United States in jurisdictions where Illuminate is registered.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns (or probability projections) may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations.

Illuminate is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.

These are not, nor intended to be, a testimonial or endorsement of Illuminate's services.

Chart performance data from S&P Global Dow Jones Indices. All energy companies in the S&P 500 are fossil fuel companies and were excluded from the comparison.