Simple and Clear Pricing
Don't pay your retirement plan investment advisor to manage your 401(k) or 403(b)! Their advice is often based solely on risk tolerance questionnaires. It rare is worth the cost.
Our advice is based on your goals and needs.
We'll discuss if you should be maxing out your employer's plan, or considering investing outside of it, on your own.
Guidance for the Do-It-Yourselfer
Online Financial Portal & Portfolio Recommendations
$25 / month*
Unlimited Accounts
Our account aggregation tool loads your account information. Load your 401(k), 403(b), and all of your outside accounts for a holistic view.
We follow with detailed guidance and questions.
Our software tracks your progress and your portfolio as it drifs over time so you can readjust.
*Per month software and monitoring fee does not include one-time $75 initial advisor review and recommendations fee
If You Prefer to Have Us Implement Things
Online, Investment
Management
for your IRA, Roth, SEP, or taxable accounts.
0.50% Annualized
Fee is charged 0.125% quarterly in arrears
Low-cost, no-commission, no minimum (on initial or reocurring deposits), entirely online (no forms) investment management for your IRA, Roth, or taxable accounts.
Automated rebalancing. No spreadsheets required.
Ideal for account balances under $50,000.
For higher balances please see our Wealth Management services website.
How to get started...
1) Fill out our online questionnaire.
2) We'll you with instructions on setting up your online portal.
3) We will personalize your recommendations, give you some suggestions on your savings rate and the quality of your current investment plan, and our software will let you know when you need to make some adjustments. We'll also be on call for questions or as a personal finance resource.