our pricing

Simple. Transparent. Affordable.

Working with a financial advisor shouldn't be complicated

Boundless Invest

Delegated investment management. Comprehensive Financial planning guidance. Tools to improve your financial health.

0.50-1.0% of Managed Assets
Fee is an annualized percentage based on balance of the assets managed each month
Get Started
Annual 1:1 Investment Checkup
Guided onboarding to analyze and provide investment options (includes most investment securities and insurance)

On demand phone access to your advisor

Educational emails on investing and financial insights

Exclusive financial education content