Pricing
Basic
Up to $2800
1.6%
Personalized financial advice
globally diversified investment
Automatic rebalancing
Advanced tax-saving strategies
Everything in one place
Standard
min $2800 & 2 years
4.8%
Everything in one place
Reliable customer service
globally diversified investment
Automatic rebalancing
Personalized financial advice
Investor
min $12 000 & 6 years
9.8%
All of the benefits of our plan
Broker-assisted trades
Wire transfers out
Check copies
Unlimited access to our CFP
We are a modern and
smart agency
Our products are built based on modern technologies and data science and they deliver great profits.