With this special, we will cover up to $1,000 in management fees for the first six months of your account, no strings attached.
Your portfolio will be automatically allocated to the stock and bond investments that we believe will meet your financial goals. We review the portfolio daily and will automatically make adjustments to your investment mix as needed.
We charge only one management fee ranging from 1.5% to as low as 0.75% (based on size of assets). There are no commissions or other transaction costs and we do not use funds, which avoids unnecessary additional management fees.
We do all our own research. We examine every company and security to find the best opportunities possible, and we include most major global markets.
You manage your investment plan online and can change it as often as you like. We'll even reallocate to new investments as needed and at no additional cost.
See the performance of your account online in only 2-clicks. We don't hide performance, and show it net of fees so you can see exactly how well your investments are performing.
Individual lot reports, short- and long-term gains and losses, transaction reports and more–everything a professional investor would want.
We only use liquid tradeable investments on major markets so withdrawaling money from your account is quick and easy. At most we require 3 days for trade settlement before funds can be transferred.
Cancel anytime, with no penalties.
* The fine print: Offer is available until December 31, 2015. Offer is for new clients only and for up to $1,000 in management fees, or six-months (ending on the last day of the six month of your 401k Rollover IRA account being open), whichever is used up or time has passed, first.