You don’t have to give us your money to work with us.
As long as it’s professionally managed, we don’t care who handles it.
But if you want us to do it for you, we’ll do it for a ridiculously low annual fee of 0.25% (a quarter the industry standard 1.0%).
0.25% annual fee
No account minimums
No transaction fees
No withdrawal fees
Performance reports even your mother could understand
Automatic saving/investing programs
Access to all 6 unique Financial Zen portfolio models ranging from conservative to aggressive
Automatic account rebalancing
Daily monitoring for tax loss harvesting opportunities (taxable accounts only)
Concierge account opening, transfer and maintenance services
Easy digital account opening and signature process
Access to research and educational resources through Charles Schwab’s client portal
Access to Charles Schwab ETF’s (some of the lowest cost ETF’s available)
Concierge trade management
Customized portfolios for down payment savings and other short-term goals
Access to an investor checking account tied to your taxable brokerage account
Ability to pay Financial Zen subscription tax-free from your IRA