Home / Account Types
Plans & pricing
Choose the account that fits your goals.
Transparent annual advisory fees, no hidden trading costs and the freedom to upgrade whenever your wealth grows.
Starter
For new investors taking the first step.
- Core diversified portfolios
- Mobile & web app
- Automatic rebalancing
- Email support
- Advisor check-ins
- Global market access
Growth
Diversified growth with a human in the loop.
- Everything in Starter
- Quarterly advisor check-ins
- Global market access (40+)
- ESG portfolio option
- Priority support
- Dedicated advisor
Premium
Private-banking service for serious wealth.
- Everything in Growth
- Dedicated personal advisor
- Wealth & tax optimization
- Exclusive research reports
- Estate planning session
- Phone & chat support
Institutional
Custom mandates for businesses & funds.
- Custom investment mandates
- Institutional risk frameworks
- API & custom reporting
- Relationship manager
- Multi-user access & roles
- SLA-backed support
All fees are annual and charged monthly on assets under management. Figures shown are illustrative placeholders — replace with your final pricing.
Compare
Every feature, side by side
| Features | Starter | Growth | Premium | Institutional |
|---|---|---|---|---|
| Investing | ||||
| Diversified core portfolios | ✓ | ✓ | ✓ | ✓ |
| ESG / sustainable portfolios | — | ✓ | ✓ | ✓ |
| Global market access (40+) | — | ✓ | ✓ | ✓ |
| Custom mandates | — | — | — | ✓ |
| Advice & planning | ||||
| Advisor check-ins | — | Quarterly | Monthly | On demand |
| Dedicated advisor | — | — | ✓ | ✓ |
| Tax & wealth optimization | — | — | ✓ | ✓ |
| Estate planning session | — | — | ✓ | ✓ |
| Service & tools | ||||
| Mobile & web app | ✓ | ✓ | ✓ | ✓ |
| Custom reporting & API | — | — | — | ✓ |
| Support | Priority | Phone & chat | SLA | |
| Pricing | ||||
| Minimum deposit | $100 | $5,000 | $50,000 | Custom |
| Annual advisory fee | 0.25% | 0.40% | 0.65% | Custom |
How it works
Open an account in four steps
Sign up
Create your account online in under 5 minutes.
Verify identity
Secure ID check — fully digital, no paperwork.
Fund your account
Transfer by bank wire or ACH. Minimums apply per plan.
Start investing
Your advisor-built portfolio goes live the same day.
Account FAQ
Choosing the right account
Short answers to the questions we hear most before people sign up.
Can I change my account type later?
Yes. Upgrade or downgrade at any time from your dashboard; the new fee applies from the next billing month.
Are there any hidden fees?
No. You pay the annual advisory fee shown for your plan. Fund expense ratios are disclosed on every portfolio.
What happens if I fall below the minimum?
Nothing immediately — we’ll let you know and suggest the best-fitting plan. We never force-sell your investments.
Can I open a joint or business account?
Joint accounts are available on Growth and Premium. Businesses and funds should choose Institutional.
Not sure which account is right? Talk to an advisor.
We’ll recommend the right plan in a free 30-minute call.