Low, fair fees
We only charge asset-based management fees of 0.08% - 1.5% per year on your investments. This is computed daily and payable monthly. There are no trading commissions, as we use IBKR Lite and there are no fees on entry, exit or uninvested cash.
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Estimate your costs

Portfolio icon
${portfolio.name}
Asset Allocation
IA Asset Allocation
${portfolio.name}
Aggressive
WisdomTree
${portfolio.name}
Basic Materials
FTSE Russell
${portfolio.name}
Broad Market
IA Smart Beta
${portfolio.name}
China Sector
Global X
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Clean Air
IA SRI
${portfolio.name}
Company Transparency
IA SRI
${portfolio.name}
Concentrated GARP
Y H & C Investments
${portfolio.name}
Conservative
WisdomTree
${portfolio.name}
Consumer Discretionary
FTSE Russell
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Consumer Staples
FTSE Russell
${portfolio.name}
Customer Safety
IA SRI
${portfolio.name}
Digital Innovation
Global X
${portfolio.name}
Dividend
IA Smart Beta
${portfolio.name}
Dividend Growth
Sizemore Capital
${portfolio.name}
ESG Broad Market
IA SRI
${portfolio.name}
ESG Dividend
IA SRI
${portfolio.name}
ESG Growth
IA SRI
${portfolio.name}
ESG Quality
IA SRI
${portfolio.name}
ESG Value
IA SRI
${portfolio.name}
Energy
FTSE Russell
${portfolio.name}
Equity Rotation
Split Rock
${portfolio.name}
Equity Sector and Themes
Global X
${portfolio.name}
Ethical Leadership
IA SRI
${portfolio.name}
Fair Labor & Thriving Communities
IA SRI
${portfolio.name}
Financial Services
FTSE Russell
${portfolio.name}
Financial Tales
Sera Capital Management
${portfolio.name}
Focus Growth
Analytic Investment
${portfolio.name}
Freedland Healthcare
Sparrow Capital Management
${portfolio.name}
Fundamental Growth
Sparrow Capital Management
${portfolio.name}
Gender Equality
IA SRI
${portfolio.name}
Global
Elite Wealth Management
${portfolio.name}
Global Balanced Fund
Atlas Capital
${portfolio.name}
Global Defensive Equity
Atlas Capital
${portfolio.name}
Global Growth and Income
Franklin Templeton
${portfolio.name}
Growth
IA Smart Beta
${portfolio.name}
Growth
State Street Global Advisors
${portfolio.name}
Guru Value
Veda Financial
${portfolio.name}
Health Care
FTSE Russell
${portfolio.name}
High Income
Cratus Capital LLC
${portfolio.name}
Industrials
FTSE Russell
${portfolio.name}
Ivy 5 Downside Protected
Financial Freedom Management LLC
${portfolio.name}
LGBTQ Inclusion
IA SRI
${portfolio.name}
Land Health
IA SRI
${portfolio.name}
Long Term GARP
Y H & C Investments
${portfolio.name}
Long Term Value
Lakeland Wealth Management
${portfolio.name}
Mindful Business Models
IA SRI
${portfolio.name}
Moderate
State Street Global Advisors
${portfolio.name}
Moderate
WisdomTree
${portfolio.name}
Moderately Aggressive
WisdomTree
${portfolio.name}
Net Payout Yields
Stone Fox Capital
${portfolio.name}
Ocean Life
IA SRI
${portfolio.name}
PIP Dynamic Growth
Philadelphia Investment Partners
${portfolio.name}
Pure Water
IA SRI
${portfolio.name}
Quality
IA Smart Beta
${portfolio.name}
Racial Equality
IA SRI
${portfolio.name}
Real Estate
FTSE Russell
${portfolio.name}
Russell 1000 Dividend Growth
FTSE Russell
${portfolio.name}
Russell 3000 Dividend Growth
FTSE Russell
${portfolio.name}
Small Cap Broad Market
IA Smart Beta
${portfolio.name}
Small Cap Dividend
IA Smart Beta
${portfolio.name}
Small Cap Growth
Crabtree Asset Management
${portfolio.name}
Small Cap Growth
IA Smart Beta
${portfolio.name}
Small Cap Quality
IA Smart Beta
${portfolio.name}
Small Cap Value
IA Smart Beta
${portfolio.name}
Sustainable Product Lifecycle
IA SRI
${portfolio.name}
Tactical Adaptive
Stoken Asset Management
${portfolio.name}
Tactical ETF
Elite Wealth Management
${portfolio.name}
Technology
Crabtree Asset Management
${portfolio.name}
Technology
FTSE Russell
${portfolio.name}
Telecom
FTSE Russell
${portfolio.name}
Thematic Disruptors
Global X
${portfolio.name}
Thematic Growth
Mott Capital Management, LLC
${portfolio.name}
Top 200
FTSE Russell
${portfolio.name}
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
${portfolio.name}
Unconstrained
Sparrow Capital Management
${portfolio.name}
Undervalued Opportunities
Clearbrook Capital Advisors
${portfolio.name}
Utilities
FTSE Russell
${portfolio.name}
Value
IA Smart Beta
Investment (below min)
Annual costs
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Other potential costs to you

If you invest in our portfolios:

  • through your existing wealth manager, you may incur management fees charged separately by your wealth manager.
  • through your existing introducing broker, you may incur platform access fees charged separately by your introducing broker.
  • that hold ETFs, you will incur ETF management fees charged separately by the ETF issuers.

See how easy it is to get invested in a portfolio that works for you

STEP
1
Fill out the application
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STEP
2
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STEP
3
Make your first investment
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