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Simple, Straight Forward, Affordable Pricing.
Leveraging technology to lower fees and improve investment outcomes.

Automated Investments

Monitor Financial Accounts

Dynamic Financial Planning

Monthly Fee

or $5 for accounts
under $10,000

*Advisory fees are automatically deducted each month in arrears from only the investment accounts you select us to manage.

Low Investment Advisory Fee

At 0.05% per month you'll be charged 40% less than the national advisor helping you to compound your investment returns while your investments are actively managed.

See how much you can save >>

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