Pricing

Invest+ Plan

Designed to Get You Started

$25/month

(start with $5,000, invest up to $30,000)

Benefits:

  • Access to all of our advisor led investment portfolios

  • Personalized portfolio recommendations to help you meet your goals

  • Real time portfolio insights and updates from your expert advisors

  • Access to our exclusive, interactive Wealth Plan tool for help with cash flow management, home buying, tax optimization, and retirement planning and more

Premium Advice

Our Most Popular Plan

up to 1.0%

(start with $30,000)

Benefits:

Invest+ benefits plus,

  • Expert advice on demand. Message, text, chat with your wealth advisors whenever you need to.

  • Unlimited access to your wealth advisors

  • Complete financial planning advice from home buying, taxes, estate planning, insurances, college planning, to retirement planning, and more

  • Access to all our advisor led communities - #homebuying, #newbieinvestors, #cashflowmanagement, #womenwhowealth, and many more

  • Real insights and updates from your communities

  • Recommended activities and events tailored to motivate and inspire you to meet your goals

(depending on your balance)

Fee Rate Asset Value
1% per year Up to $250,000
0.9% per year $250,0001 - $1,000,000
0.8% per year $1,000,001 - $5,000,000
0.7% per year Above $5,000,000

Premium Advice+

Our Premium Fixed Fee Plan

$1,500 Annually

(start with $30,000, no investment limit)

Benefits:

Premium Advice benefits, plus

  • Work 1:1 with your own dedicated wealth advisor

  • Quarterly financial reviews with your dedicated wealth advisor Enjoy more support and regular reviews to meet your financial goals