Do-It-Yourself

Fee 0.4% of assets under management
$5,000 per account required for investing
Basic Services included and limited
Bonus Services for an additional planning fee
Premium Services not available
How to Get Started Follow the instructions here.

Comprehensive

Fee 1.0% or less according to our Fee Schedule
$10,000 annual minimum fee
Basic Services included and unlimited
Bonus Services included and unlimited
Premium Services included and unlimited
How to Get Started Call 434-244-0000 or Contact Us.