Pricing
Architecture
TRANSPARENT VALUE.
We believe in fee structures as sophisticated as our investment strategies. No hidden costs, just absolute clarity.
account_balance_wallet
Foundation
Basic
0.45%
/annually
- check_circle Automated Rebalancing
- check_circle Core ETF Portfolio
- check_circle Dividend Reinvestment
- do_not_disturb_on Tax-Loss Harvesting
Most Curated
Enhanced
Pro
0.75%
/annually
- check_circle Tax-Loss Harvesting
- check_circle Custom Strategy Builder
- check_circle Quarterly Review Calls
- check_circle Sector-Specific Overweighting
Institutional
Premium
1.10%
/annually
- check_circle Direct Private Equity Access
- check_circle Dedicated Wealth Manager
- check_circle Concierge Family Office
- check_circle Advanced Estate Planning
THE COMPARISON.
| Features | Basic | Pro | Premium |
|---|---|---|---|
| Min. Investment | $5,000 | $100,000 | $1,000,000+ |
| Management Fee | 0.45% | 0.75% | 1.10% |
| Asset Classes | ETFs, Bonds | + Custom Stocks | + Alts & Private |
| Support | Digital-only | Priority Chat | 24/7 Personal |
| Global Tax Alpha | — | check | check |
FREQUENTLY
ASKED.
Common queries regarding our fee structure and investment philosophy.
Yes. Plan migrations occur at the start of each fiscal quarter. Our advisors will assist in re-balancing your portfolio to align with the new tier's specific strategies and asset classes.