Introducing Wunder Investor Fees, Starting in 2018

At Wunder, we’re committed to using technology to make the process of financing solar projects as seamless and efficient as possible. Since our start in 2013, we’ve worked diligently to facilitate solar investments with incredible efficiency, such that we have been able to forgo charging any type of investor management fee. That execution - investor onboarding, verification, fund transfer, monthly and tax statement generation, and accounting - is today navigated seamlessly by our software, despite a dramatic growth in investment capital of more than 600% year-over-year.

However, we’ve seen that as we scale our investor volume and rapidly enhance the sophistication of our platform, there are aspects of investor support that are not so easily automated. Whether it’s working with new platforms to expand our self-directed IRA retirement account offerings, supporting new structures like our corporate and trust investments, hosting the webinars and events that our investors increasingly enjoy, or simply making more Wunder solar investment professionals available for a phone call, we plan to significantly expand our investor support efforts in 2018. To support these efforts, we’re announcing today the rollout of a 0.25% annual investor fee on all new Wunder investments, starting in 2018. To be clear, no investments made before January 1st, 2018 will ever experience an investor fee.

This 0.25% fee fits comfortably into the low-fee index and ETF investment options we see succeeding in the market today, and compares extremely favorably to the fees we see charged for actively-managed funds, particularly in specialty markets such as solar. With this modest fee, Wunder will ensure our ability to deliver you the high-quality and responsive investor support that you’ve come to expect, as we hopefully grow our investor base another 6x in the coming year, and expand our investment options and offerings to drive more capital to the underserved commercial solar market.

Please reach out with any thoughts, concerns, or questions, and - as always - God Bless the solar cost curve.

Bryan

CEO, Wunder

Show Comments

Information on this page is summary in nature, it is not an offer to invest, and it is not investment advice. Information on this site pertaining to an investment in a Wunder Fund is qualified in its entirety by the fund’s offering materials, which should be reviewed carefully prior to making an investment decision. Please see these documents for full details regarding the terms of the investment, risks, minimum investment, fees and expenses. Investors should conduct their own due diligence and are encouraged to consult with a financial advisor, attorney, accountant, and any other professional that can help investors to understand and assess the risks associated with any investment opportunity.

Investments are not guaranteed by Wunder Capital or any other entity, and may lose value. Past performance is not indicative of future earnings. Any investment returns stated on this website are projected returns and there is no guarantee that such returns will ultimately be realized.

Neither the Securities and Exchange Commission nor any state securities commission has approved or disapproved of these notes or determined if the offering materials are truthful or complete. Any representation to the contrary is a criminal offense.

Blog content may include statements from existing Wunder investors. Any such statements may not be representative of the experience of all clients, they are not a guarantee of future performance or success, and any opinions expressed are not those of The Wunder Company.