With a flat cost for service based upon gross income. We strongly believe in transparent and fixed annual costs so you know exactly how much you will pay. Please go to our Services & Costs page to find out more.
We usually recommend Vanguard or Shareholders Services Group as a custodian for non-employer plans because of their customer service and low cost. If you have an active employer plan then that account is captive and will have to stay where it is. Regardless of where your assets are held, you will always have instant online access to your money at each custodian. With us you will have a customized client portal to see your net worth, budget, and financial life all in one place.