We offer products to suit various needs.  Whether you have money invested in deferred tax accounts (like 401ks, IRAs, etc.) or have a post-tax brokerage account; whether you would like to do some work and learn along the way or you have a full plate already and want us to do all the heavy lifting for you; or you have a watchlist of funds you like to track.  We have an affordable product for you. Our product offerings start from $150 per year and go up to $1500 per year, depending on what you sign up for.  These are flat fees based on the service you sign up for and NOT based on the $ amounts you invest.  Whether your investments are $10,000 or $1,000,000 you get one low fixed rate.  The information we provide is powerful yet simple, which will help you make your money work hard for you (you have already worked hard enough to earn it).


Basic

$150

Per Year
  • Ideal for monitoring the performance of and selecting funds within your employer’s 401K program 
  • Manage up to 2 portfolios of Funds 
  • Monitor performance of the funds in your portfolio 24 x 7
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Premium

$350

Per Year
  • Ideal for monitoring the performance of and selecting funds within your employer’s 401K program AS WELL AS your brokerage account
  • Manage up to 3 portfolios of funds 
  • Monitor performance of the funds in your portfolio 24 x 7 
  • Choose up to 50 funds from a list of 1,500 available.
  • Analyze this list and apply your risk-return preferences to identify the final 10-15 funds to invest in. 
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Sign Up!

Strategies

$1,500

Per Year
  • Ideal for those who have a larger portion of their investments in a brokerage account and would like a disciplined approach to investing.  
  • Manage up to 3 portfolios of funds 
  • Choose from 4 investment strategies created for you.
  • We analyze over 1,500 no-load funds and give you up to 10 funds with buy / hold indications, based on your selected strategy.
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