Starter


$50 a month or $550 per year

Builder


$99 a month or $1100 per year

Collaborator


$250 - $700 monthly reduced by asset management fee ($3K minimum)*

 

Blended Investment fee

 


$0 - $1 Mil

$1 Mil - $2 Mil

$2 Mil+


1%

0.80%

0.60%

 

 

*Cumulatively paid via investment management fee or monthly subscription. Example $200K account = $2K annual fee from account; $1K paid annually or quarterly. Accounts $300K+ exempt from extra payment.