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Pricing

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Enjoy peace of mind while enjoying life with top performance to grow your account.

Because your trust and confidence are important to us, we are happy to fully disclose our pricing and choose to keep our fees low (below the median) to provide comprehensive assistance based on your goals.

 

We offer the following financial service options. For comprehensive care that including Sapphire services (planning and advice) and a managed portfolio with top-performing investments, try our Platinum service.

Sapphire

SAPPHIRE
(Custom Service)

Online Financial Plan

$90 per month

See Demo

Subscribe to your online plan for ongoing updates.
Plans include access to all of the following categories:

  • Cash Flow with Debt Strategies

  • Retirement Projections

  • Investments and Insurance

  • Education Funding

  • Tax Estimates and Strategies

Free with Platinum

Written Financial Plan

$2900 per update

Review Value

Update your professional plan to support your goals. Plans can include each of the following categories:

  • Cash Flow with Debt Strategies

  • Retirement Projections

  • Investments and Insurance

  • Education Funding

  • Tax Estimates and Strategies

Free with Platinum

Verbal Financial Advice

$290 per hour

Review Value

Enjoy peace of mind from custom financial advice. Advice can cover one or all of the following categories:

  • Cash Flow with Debt Strategies

  • Retirement Projections

  • Investments and Insurance

  • Education Funding

  • Tax Estimates and Strategies

Free with Platinum

By submitting payment, you agree to our Disclosure, Privacy Policy, and Terms of Use.

NOTE: To receive service following your purchase, please book a free consultation or complete our electronic questionnaire to provide your details. We will contact you as requested.

Platinum

PLATINUM
(Full Service)

Most Popular:

  • Top performance from custom portfolios with leading ETFs
     

  • Historical gains outperforming the market index typically absorb already low fees in first couple months
     

  • Enjoy full support with unlimited advice to help achieve your personal goals

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Full Service with
Portfolio Management

Only 1% of AUM/annually*

  • $1 per year per $100 invested*

  • 50% less compared to top rates

  • No billing with automatic collection

  • Discounted by tiers per balance

Enjoy full-service, modern ETF portfolio management, and human connection with automated technology.

  • Highest Potential Gains

  • No Required Minimums

  • Automatic Rebalancing

  • Daily Tax Loss Harvesting

  • User-Friendly Mobile App

  • Open Account in 5 Minutes

Includes Sapphire

Features Included:

  • Top-Performance
     

  • Custom Portfolios
     

  • Automated Investing
     

  • Unlimited Advice
     

  • Online Financial Plan
     

  • Live Human Advisor
     

  • Referral Network
     

  • Ongoing Support

*advisor fee only (plus platform fee of 0.25%)

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