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Transform Your Financial Life

We offer a unique combination of online tools and dedicated advisors to help you manage your financial life confidently.
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What We Offer

  • Retirement Planner
  • Investment Checkup
  • Budgeting & Cash Flow
  • Fee Analyzer
  • Education Planner
  • Access to free online tools & dashboard
  • Financial Advisory Team
  • Tax Efficient ETF Portfolio
  • Smart Weighting™
  • 401k Advice
  • Cash Flow & Spending Insights
  • 24/7 call access including weekends & after-hours
  • Support Priority Services
  • Everything in Investment Service
  • Two Dedicated Financial Advisors
  • Customizable Individual Stocks & ETFs
  • Full Financial & Retirement Plan
  • College Savings & 529 Planning
  • Tax Loss Harvesting & Tax Location
  • Financial Decisions Support (including Insurance, Home Financing, Stock Options and Compensation)
  • Everything in Wealth Management
  • Priority Access to CFP®, Advisors, Investment Committee & Support
  • Investment Portfolio Mix of ETFs, Individual Stocks & Individual Bonds*
  • Family Tiered Billing
  • Private Banking Services
  • Estate, Tax & Legacy Portfolio Construction
  • Donor Advised Funds
  • Private Equity & Hedge Fund Review
  • Deferred Compensation Strategy
  • Estate Attorney & CPA Collaboration
  • *in certain situations

Financial Tools


  • Retirement Planner
  • Investment Checkup
  • Budgeting & Cash Flow
  • Fee Analyzer
  • Education Planner

 

GET APP

Investment Service


  • Access to free online tools & dashboard
  • Financial Advisory Team
  • Tax Efficient ETF Portfolio
  • Smart Weighting™
  • 401k Advice
  • Cash Flow & Spending Insights
  • 24/7 call access including weekends & after-hours
  • Support Priority Services

 

GET STARTED

Wealth Management


  • Everything in Investment Service
  • Two Dedicated Financial Advisors
  • Customizable Individual Stocks & ETFs
  • Full Financial & Retirement Plan
  • College Savings & 529 Planning
  • Tax Loss Harvesting & Tax Location
  • Financial Decisions Support (including Insurance, Home Financing, Stock Options and Compensation)

 

GET STARTED

Private Client


  • Everything in Wealth Management
  • Priority Access to CFP®, Advisors, Investment Committee & Support
  • Investment Portfolio Mix of ETFs, Individual Stocks & Individual Bonds*
  • Family Tiered Billing
  • Private Banking Services
  • Estate, Tax & Legacy Portfolio Construction
  • Donor Advised Funds
  • Private Equity & Hedge Fund Review
  • Deferred Compensation Strategy
  • Estate Attorney & CPA Collaboration
  • *in certain situations

LEARN MORE

Digital Wealth Management with a Holistic Approach


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Personal Strategy®

Our investing strategy is based on a traditional index approach, improved upon by our award-winning technology. We’ll create a personalized plan for managing your entire financial life, not just your investments.

 

Read Our Investment Strategy

 

See Our Performance

Socially Responsible Investing

Selecting a socially responsible investment strategy should be easy. With our Socially Responsible Personal Strategy, you have a turnkey way to invest in companies who receive the highest ratings, relative to their peers, in the environmental, social and governance realms. And that's something you can feel good about. Read More »

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Our Fee Structure

We charge one, all-inclusive annual management fee at a fraction of the cost of traditional banks. There are no hidden fees, no trailing fees and no trade commissions.

 

Personal Capital

Fee Schedule

First $1M0.89%

Private Client Services

For clients that invest $1M or more with us.
Includes all services and trading commissions.

First $3M0.79%
$3M-$5M0.69%
$5M-$10M0.59%
Over $10M0.49%

Transforming financial lives

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