Simple Fees.
Exceptional Value.
Because good investing, shouldn’t come with bad pricing.
Our singular purpose is to give access to the financial tools and information that people need to reinvigorate their pursuit of financial freedom.
We have trusted Industry Experts and Financial Advisors on stand-by ready to give you the help you need to get your business and investments back-on-track!
We’ve built our model so our growth depends entirely on yours — when you gain the knowledge, resources, and guidance to increase your wealth, we’re rewarded too.
Our powerful technology platform combined with our customer-first approach and investment expertise means we can deliver a world-class investing experience for a fraction of the cost of traditional wealth management.
None
(Fund Fees Apply)
Up to 2.5% AUM
0%
0%
1.9% per Trade
(Capped)
Commission-based
(up to $435 * $5.25)
0.4%
0% up to 1m USD
0.5% FX fee
Bank - 1%
Wire - 0.3%
1%
0.3%
0.6%
0.6%
0.75%
0.7%
Free
Free
2.55%
3.5%
3.9%
No crypto
No crypto
Full Access
Full Access
(Advisory Services)
Partial Access
Unlimited Access
Available via Advisor
Not Publicly Offered
Possible via Advisor
Basic Protection
(not enhanced protection)
Free
Up to $10,000
Free
$125 p/m
Up to 2.5% AUM
0%
Commission-based
(up to $435 * $5.25)
0%
up to 1m USD
Bank=1%
Wire=0.3%
0.3%
0.6%
0.7%
Free
3.9%
No crypto
Full Access
(Advisory Services)
Unlimited Access
Available via Advisor
Not Publicly Offered
Possible via Advisor
Up to 2.5% AUM
0%
Commission-based
(up to $435 * $5.25)
0% up to 1m USD
Bank=1%
Wire=0.3%
0.3%
0.6%
0.7%
Free
3.9%
NZ, US, AUS Shares & ETFs
(no cryptocurrencies)
Full Access
(Advosory Services)
Unlimited Access
Available via Advisor
Not Publicly Offered
Possible via Advisor
None
(Fund Fees Apply)
0%
1.9% per Trade
(Capped)
0.4%
0.5% FX fee
1%
0.6%
0.75%
Free
2.55%
3.5%
US Shares and ETFs
(no cryptocurrencies)
Full Access
Partial Access
Basic Protection
(not enhanced protection)
None
(Fund Fees Apply)
0%
1.9% per Trade
(Capped)
0.4%
0.5% FX fee
1%
0.6%
0.75%
Free
2.55%
3.5%
No crypto
Full Access
Partial Access
Basic Protection
(not enhanced protection)
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