After your free consultation call, you'll pick a Stress-Free, Flat-Fee Wealth Management Plan.

Here's everything you need to know about our plans.

Plans

Up to $150,000 Managed

$75/month or $900/year

⬥ Basic portfolio setup

⬥ Annual rebalacing

For investing assets up to $150,000.

$150,000 - $500,000 Managed

$210/month or $2,500/year

⬥ Portfolio construction

⬥ Monitoring

⬥ Quarterly check-ins

For investing assets up to $500,000.

POPULAR

$500,000 - $1,000,000 Managed

$550/month or $6,500/year

⬥ Portfolio construction

⬥ Monitoring

⬥ Advanced allocation strategies

⬥ Monthly updates

For investing assets up to $1,000,000.

$1,000,000 - $2,000,000 Managed

$1,000/month or $12,000/year

⬥ Full portfolio management

⬥ Monitoring

⬥ Advanced allocation strategies

⬥ UNLIMITED strategy calls

For investing assets up to $2,000,000.