Pricing
Segment-wise Pricing Breakdown:
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Index Investor
- Create single asset (predominately equities) tracking portfolio for widely available market capitalization based indexs, i.e S&P 500, Russell 3000
- Optimized AI Assisted tax loss harvesting strategies
- Quarterly check in call with chat support
- Expense ratio low as 9 Basis points, which is half a basis point less than SPY
- Generally best for an asset base of minimum of $250,000
Pro
- Suitable for the creation of strategies that require multi asset allocation, such as a global 60/40 portfolio
- Monthly check in calls with on demand chat support
- Expense ratio generally in the 15 to 20 Basis points
Alpha Seekers
- Suitable for creation of customized strategies that require overlay of ESG, factors etc.
- Extremely high touch support model with weekly calls
- Pricing starts at 20 basis points of assets under management.
- API Access for reporting and portfolio construction