Pricing
Pricing
Pricing
We charge based on Assets Under Management (AUM), with a tiered structure that lowers rates as your assets grow. We do not charge any additional fees including transaction fees.
We charge based on Assets Under Management (AUM), with a tiered structure that lowers rates as your assets grow. We do not charge any additional fees including transaction fees.
AUM $5,000 - $10,000
AUM $5,000 - $10,000
AUM $5,000 - $10,000
1.00%
1.00%
1.00%
/year
/year
/year
Personalized portfolio
Personalized portfolio
Personalized portfolio
No transaction fees
No transaction fees
No transaction fees
Dedicated financial advisor
Dedicated financial advisor
Dedicated financial advisor
Weekly market updates
Weekly market updates
Weekly market updates
AUM $10,001 - $100,000
AUM $10,001 - $100,000
AUM $10,001 - $100,000
0.90%
0.90%
0.90%
/year
/year
/year
Personalized portfolio
Personalized portfolio
Personalized portfolio
No transaction fees
No transaction fees
No transaction fees
Dedicated financial advisor
Dedicated financial advisor
Dedicated financial advisor
Weekly market updates
Weekly market updates
Weekly market updates
AUM $100,001 and above
AUM $100,001 and above
AUM $100,001 and above
0.80%
0.80%
0.80%
/year
/year
/year
Personalized portfolio
Personalized portfolio
Personalized portfolio
No transaction fees
No transaction fees
No transaction fees
Dedicated financial advisor
Dedicated financial advisor
Dedicated financial advisor
Weekly market updates
Weekly market updates
Weekly market updates