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Basic Plan

Automated Investment

For new investors starting small

  • Diversified portfolio
  • Low advisory fee of 0.03% annually
  • Minimum investment: $100
  • Maximum investment: $1,000
  • Fully managed and monitored

Standard Plan

Balanced Strategy

For steady long-term growth

  • Semi-automated portfolio management
  • Annual fee: 0.05%
  • Minimum investment: $1,001
  • Maximum investment: $5,000
  • Risk-adjusted asset allocation

Premium Plan

Tailored Investing

For investors seeking higher performance

  • Customized portfolio strategies
  • Quarterly performance reviews
  • Annual fee: 0.07%
  • Minimum investment: $5,001
  • Maximum investment: $20,000

Elite Plan

Exclusive Access

For high-net-worth individuals

  • Real-time analytics & advisor access
  • Fully personalized wealth management
  • Annual fee: 0.10%
  • Minimum investment: $20,001
  • No maximum limit


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