Pricing

intelligent technology and smart investments allow for cost-effective pricing aligned with your aim of a stronger financial future.

 

Wealth Planning: $450 annually

We provide comprehensive wealth planning that includes a customized financial plan, access to your online personal financial dashboard, and regularly scheduled reviews with your advisor to make sure you stay on track.  This fee is waived for clients who have invested assets under management of over $1 million. 

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Investment Management: 0.65% annually

You invest to grow your wealth, not to lose ground with 1%-2% management fees and excessive trade commissions. That's why we offer an all-in annual investment management fee of just 0.65%.

Although Profolio accepts accounts of all sizes, we encourage clients to take our minimum annual management fee ($250) into account. Investors with over $25,000 to invest stand to benefit most.

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Retirement Benefits: customized pricing

We know that keeping fees low is in the best interest of a company's retirement plan and it's participants.  Depending on the plan type selected and the amount of plan assets, we'll devise customized and transparent pricing with the aim of helping your employees grow their retirement savings.

Retirement Benefits →