Our pricing options
We bundle our offerings into simple, transparent subscription tiers, base on your unique investment needs.
$3.29 / Month
For accounts with less than $5k in deposits.
- CORE Sidepockets with automatic rebalancing
- Dedicated Brokerage account
- Dedicated Retirement account
- Fund up to 5 Sidepockets per account
- Automatically schedule deposits
- Dynamic risk assessment tool
- Active account monitoring and alerts
Exclusive to accounts over $5k in deposits.
Includes all of the features of LITE +
- PRO Sidepockets - Access to the most cutting edge quantitative strategies
- Fund up 10 Sidepockets per account
*Note* $3.29 / month applies to LITE accounts up to $5,000 in net deposits. Accounts over $5,000 in net deposits will upgraded to PRO automatically, and converted to an investment management fee of 0.79%. Each plan includes the option to open different types of brokerage accounts and retirement accounts. The subscription fee is due if a client subscribes to a subscription tier regardless of whether or not the client chooses to open and/or use a brokerage account. Clients must be approved from an account verification perspective to open an account.