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