Money Management
that is accessible, easy and economical.
Additional Support
Consultation
Schedule a FREE consultation and here’s what you’ll get!
- Portfolio review
- Fee comparison
- Risk profile
- Recommendations
- No obligation – You don’t have to open an account
How it Works
- Develop a personalized diversified portfolio based on your financial plan, risk profile and the account’s tax status
- Deliver professional investment management
- Monitor your portfolio daily
- Optimize your risk and return strategy
- Rebalance your portfolio when needed
- Execute Tax-Loss Harvesting for non-retirement accounts with values of $50,000 or greater. (If an investment goes down in value, automatic tax-loss harvesting can help you offset the taxes on investment gains in your non-retirement accounts)
- As a client, you’ll have a dedicated advisor available to discuss your financial goals, from buying a home or paying off student loans, to retiring early. Your advisor will:
- Create and monitor your personalized financial plan
- Conduct annual calls with you to review your investments, performance, and update your financial plan
How much does it cost? Our smarter technology allows us to charge a fraction of what many traditional managers charge.
- We charge an investment management fee of 0.75% annually.
- No account fee
- No trading fee
- No commission fee