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PRICING

Pricing
Plans

See pricing terms below.

Essential

20

$

every month

Account values between $5 - $29,999

Automated AI Investing

AI-Portfolio Balancing

Premier

2/20

See terms for details

Account values of

$30,000 or more

Automated AI Investing

AI Portfolio Balancing

SW, LT, and HF Strategy

Automatic Hedging

Essential

For Beginner/Novice Investors

Ai-Portfolio Balancing

Swing & Long-Term Strategy

No Lock ups

MASON (Beta)

Competitive Performance

Tailored Strategy

Automatic Hedging

Performance Summary

$20 per month

Premier

For Experienced and Sophisticated Investors

Ai-Portfolio Balancing

SW, LT, and HF Strategy

No Lock ups

MASON (Beta)

Competitive Performance

Tailored Strategy

Automatic Hedging

Performance Summary

2.00% of account after realized gain (one-time)

​

20.00% Monthly Performance Fee

Pricing terms
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