Pricing and Benefits
Basic
Deposit $0 - 100k - 0.75% Fee
- Customized portfolio
- Fractional investing
- Automatic rebalancing
- Expert advice
- Free portfolio check-up
- Systemic deposits
- ETF fees 0.1%
Platinum
Deposit $100k-500k - 0.65% Fee
- All basic features
- Tax efficiency guarantee
- Financial planning sessions (once per annum)
Infinite
Deposit $500k+ - 0.5% Fee
- All Platinum features
- In-depth financial planning
- Asset allocation
- Dedicated financial advisors