Pricing and Benefits
Basic
Deposit $0 - 100k
  • Pay 0.75% management fee
  • Customized portfolio
  • Fractional investing
  • Automatic rebalancing
  • Expert advice
  • Tax efficiency
  • Free portfolio check-up
  • Dividend reinvesting
Platinum
Deposit $100k - 500k
  • All basic features
  • Pay 0.65% management fee
  • Financial planning sessions (once per annum)
  • Systematic portfolio monitoring
Infinite
Deposit $500k+
  • All Platinum features
  • Pay 0.5% management fee
  • Full financial planning review in-depth
  • Dedicated financial advisor assigned
Estimate your savings based on your deposits