Client Assets
Annual Fee
$1 to 10,000,000
1.00%
Amounts over $10,000,000
Negotiable
Smart Investing
Made Easy
Institutional-quality investment management
with an automated, digital user experience
Professionally Designed Portfolios
Based on decades of academic research
Data-driven systematic process
Customized to fit your personal risk level
Personal, Easy, Automatic
Open an account in minutes and monitor with an app on your phone or with your computer
Easily transfer your investments and link your bank account for automated savings
Keep your goals on track, as we seamlessly monitor and trade your portfolio in the background
Support for multiple account types
Traditional IRA
Easily save for retirement while getting a tax deduction today
Individual accounts
Easily accessed, taxable account with only one account owner
Roth IRA
This retirement account reduces future taxes ( tax-free earnings and withdrawals)
Joint Accounts
Easily accessed, taxable account shared by two or more individuals
Rollover IRA
Easily transfer your 401(k) to an IRA account once you leave your company
SEP IRA
A great retirement account specifically designed for the self-employed
Access quality investing with three high performing strategies
$
0
Trading Fee
1% or less
Advisory Fee
100%
Automated
Trustworthy: we are a fiduciary, we win when you win!
