Pricing Starting at $10/month

  • Subscription Pricing
    Simple, Flat-Rate, "Netflix-Style"
  • Free For Accounts Below $12,000
  • Seconds to Link
    Link Your Existing Brokerage Account Easily

Link an existing account


Choose this if you want to use an account that you already have opened at TD Ameritrade, Schwab, etc.

$10 per month
  • FREE for accounts up to $12,000
  • 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
  • Automatic Submission of Trades with select partner brokerage accounts (including 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 per 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
  • Stock-Level exclusions and Advanced customization
  • Advanced Tax Optimization including Stock-Level Tax-Loss harvesting, 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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