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Fees
| Feature | Value | |
| Minimum Deposit | 500 | The minimum deposit required to open an account. |
| Annual Fee - $5,000 | 0.25% | Annual management fee charged (excludes individual fund fee) for a $5,000 portfolio. |
| Annual Fee - $25,000 | 0.25% | Annual management fee charged (excludes individual fund fee) for a $25,000 portfolio. |
| Annual Fee - $50,000 | 0.25% | Annual management fee charged (excludes individual fund fee) for a $50,000 portfolio. |
| Annual Fee - $100,000 | 0.25% | Annual management fee charged (excludes individual fund fee) for a $100,000 portfolio. |
| Annual Fee - $1,000,000 | 0.25% | Annual management fee charged (excludes individual fund fee) for a $1,000,000 portfolio. |
| Avg Funds Expense Ratio - Conservative | N/A | Average annual portfolio expense ratio charged for a conservative designated portfolio. |
| Avg Funds Expense Ratio - Moderate | N/A | Average annual portfolio expense ratio charged for a moderate designated portfolio. |
| Avg Funds Expense Ratio - Aggressive | N/A | Average annual portfolio expense ratio charged for an aggressive designated portfolio. |
Account Features
Features
| Feature | Value | Definition |
| Tax-Loss Harvesting | Yes | Tax-loss harvesting is offerred as an additional benefit. |
| 529 Plans | Yes | Clients can open a 529 college savings plan. |
| CFP Access | No | Clients have access to Certified Financial Planner (CFP) professionals to assist with portfolio decisions. |
| Phone Support | Yes | Offers phone support. |
| Email Support | Yes | Offers email support. |
| Live Chat Support | No | Offers live chat support. |
Tools
| Feature | Value | Definition |
| Goal Tracker - Basic | Yes | A basic goal tracker is provided to assist with retirement planning. |
| Goal Tracker - Advanced | Yes | Using an advanced goal tracker, clients can view automated savings recommendations and tweak other variables to assess results to their goal success probability. |
| External Accounts Analysis | Yes | Link an external portfolio and analyze the positions as well as current fees being paid. |
| Market Research Reports | No | Offers market updates, analysis, and research reports. |
| iPhone App | Yes | Offers a downloadable iPhone app through the iOS app store. |
| Android App | Yes | An Android smartphone app available in the Google Play store. |
