A strategy tier for every stage of investing.
Every plan includes AI-driven portfolio management and advisor oversight. Higher tiers add deeper personalization, faster support, and access to alternative assets.
For new investors building their first diversified portfolio.
- Mostly for new Investors
- Matures in 3 Months
- 6% ROI
- 1 Portfolio Review
- Diversified ETFs & Blue-Chip Stocks
For investors seeking broader diversification and enhanced portfolio management
- For Experienced Investors
- Matures in 6 Month
- 10% ROI
- Monthly Portfolio Review
- Multi-Asset Growth Portfolio
For High-Net-Worth Investors
- For Experienced Investors
- Matures in 1 Year
- 16% ROI
- Monthly Portfolio Reviews
- Customized Global Portfolio
Every detail, side by side.
| Feature | Starter | Growth | Elite |
|---|---|---|---|
| Rebalancing frequency | Quarterly | Monthly | Weekly |
| Alternative assets | — | ✓ | ✓ |
| Advisor access | Email only | Quarterly check-in | Dedicated advisor |
| Tax-efficient strategies | — | — | ✓ |
| Support | Priority chat | 24/7 phone |
Still deciding on a plan?
Here are a few things people usually ask before getting started. For everything else, visit our full FAQ page.
View Full FAQYes. You can upgrade or downgrade at any time from your account settings, and changes take effect on your next billing cycle.
No. There are no closing fees on any plan, and you can withdraw your full balance at any time.
Not at all. Starter is built specifically for first-time investors, with guidance built into every step.
