Pricing

Traditional financial advisors may charge up to 1.5 percent or more to manage your money — and the less money you have in your portfolio, the higher that percent may be. There may also be flat fees for financial advice, hourly rates for consultations, or annual retainers.

Our pricing is simple. We charge a 0.75 percent annual fee on all portfolios. You keep the rest.

Minimum investment is $5000.