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.
