Simple plans. Clear terms.
Choose a plan to fit your goals — from starter exposure to fully-managed institutional mandates.
Starter
Low minimum, basic protections
From $500
- • Monthly rebalancing
- • Basic risk overlays
- • Standard custody
Growth Popular
Balanced growth with active risk management
From $20,000
- • Daily risk monitoring
- • Enhanced algorithms
- • Premium custody & reporting
Institutional
Custom mandates & dedicated support
$30,000
- • Custom strategies
- • Dedicated desk
- • Full custody & audits
Compare features
| Feature | Starter | Growth | Institutional |
|---|---|---|---|
| Rebalancing | Monthly | Weekly | Custom |
| Risk overlays | Basic | Enhanced | Full |
| Custody | Standard | Premium | Enterprise |
| Advisor | No | Yes | Dedicated |