F U T U R E S A F E

Simple, flat-rate, transparent pricing

on One Year Principal Protected High Yield accounts

Link an existing account

Choose this if you want to use an account that you already have opened at TD Ameritrade, Charles Schwab, etc.
$50
$ 10
/ MONTH
  • FREE for accounts up to $10,000
  • No Fees on 1-Y Principal Protected High Yield
  • High-Performance ETF Portfolios
  • Integrated Interest-Rate Risk Management
  • Custom Upside Target and Safety Net
  • Access to All Preset Goals
  • "Netflix-Style" flat subscription fee
  • Curated ETFs designed to minimize or eliminate brokerage fees
  • ETF-Level Tax-Loss Harvesting
  • Generate Trades and effortlessly implement them on your existing brokerage account
  • Autotrade with select partner brokerage accounts (includes TD Ameritrade) for FREE
  • Priority Email Support

Open a new account

Choose this if you want an account that we fully manage and control on your behalf
$100
$ 50
/MONTH
  • Everything you get with Linked Accounts
    PLUS
  • Fully managed account, where we do all the rebalancing, trading, buys, sells, dividend reinvestment ... everything! All you do is set your goal for the account, and we take it from there!
  • Institutional-Grade High-Performance Stock portfolios through Direct Indexing and Fractional Shares
  • Stock-Level exclusions and Advanced customization
  • Advanced Tax optimization including Stock-Level Tax-Loss harveesting, Long Term Gains Sheltering
  • White-Glove support
  • If you have $1M or more to invest, Contact Us to ask about our Concierge and Family Office services
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OAM’s investment advisory services are currently available only to residents of the United States. OAM provides its investment advisory services only to individuals/institutions who become OAM clients pursuant to a written investment advisory agreement. Articles, commentaries, investment strategies, our risk control playground tool and other content provided by OAM on or through the website are for illustrative or educational purposes only and do not constitute investment, legal or tax advice, or an offer to buy, sell or hold any security. Forecasts or projections of investment outcomes in investment strategies are estimates only, based upon our scientific and data-driven algorithmic analysis. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere.

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