Wealth Planning: $450 annually
We provide comprehensive wealth planning that includes a customized financial plan, access to an online personal financial dashboard, and regularly scheduled reviews with your advisor to make sure you stay on track. This fee is waived for clients who have invested assets under management of over $500,000.
Investment Management: 0.65% annually
You invest to grow your wealth, not to lose ground with 1%-2% management fees and excessive trade commissions. That's why we offer an annual investment management fee of just 0.65%.
Profolio accepts accounts of all sizes. Whether you’re a high net worth individual or a beginning investor you stand to benefit from our low cost investment management strategies.
Retirement Benefits: customized pricing
We know that keeping fees low is in the best interest of a company's retirement plan and its participants. Depending on the plan type selected and the amount of plan assets, we'll devise customized and transparent pricing with the aim of helping your employees grow their retirement savings.