PRICING

If you are a financial planning client of the firm, premium minimum requirements will be waived.

STANDARD

PREMIUM

MINIMUM BALANCE

$0

$250,000

Annual Fee

0.99%

0.74%

1:1 access to our CFP’s and Financial Planners for personalized guidance on finances & money growth strategies.

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Personalized Investment Portfolios

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Option to invest in our Socially Responsible investing Portfolios (SRI)

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Automated deposits

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Smart Deposits

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Automatic Rebalancing

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Tax Loss Harvesting

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Unlimited Email Support

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Access to educational webinars, Q&A’s

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STANDARD

MINIMUM BALANCE

$0.00

ANNUAL FEE

0.99%

Personalized Investment Portfolios

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Option to invest in our Socially Responsible investing Portfolios (SRI)

mt|check_circle|

Automated deposits

mt|check_circle|

Smart Deposits

mt|check_circle|

Automatic Rebalancing

mt|check_circle|

Tax Loss Harvesting

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Unlimited Email Support

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Access to educational webinars, Q&A’s

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PREMIUM

MINIMUM BALANCE

$250,000

ANNUAL FEE

0.74%

1:1 ACCESS TO OUR CFP’S AND FINANCIAL PLANNERS FOR PERSONALIZED GUIDANCE ON FINANCES & MONEY GROWTH STRATEGIES.

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Personalized Investment Portfolios

mt|check_circle|

Option to invest in our Socially Responsible investing Portfolios (SRI)

mt|check_circle|

Automated deposits

mt|check_circle|

Smart Deposits

mt|check_circle|

Automatic Rebalancing

mt|check_circle|

Tax Loss Harvesting

mt|check_circle|

Unlimited Email Support

mt|check_circle|

Access to educational webinars, Q&A’s

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CONTACT US

GA

1100 Peachtree St NE, Atlanta, GA 30309

NC

615 S College st 9th Floor, Charlotte NC, 28202