Flat Fee Investing
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A Better Way To Invest
Gone are the days where professional management is only for the wealthy.
We don't charge you based on the value of your accounts.
No Hidden Fees
100% transparent pricing structure. Know exactly your cost to invest.
Text Message Updates
Received updates on demand by texting "bal" to get your current balance and "per" to get your current performance.
Or set up automatic messages to text you daily, weekly, or monthly at a set time.
On Demand Performace
Markets got you spooked? No longer do you have to wait until your next meeting or monthly statements.
Access real time performance by account, investment, and household level.
How It Works
We Cut Out The Middle Man
We let you access professional investment managers directly without layering on an additional fee.
Fully Diversified Portfolios
Each portfolio is fully diversified globally between stocks and bonds. Additionally each fund is rebalanced to stay within your comfort level.
Access Institutional Managers
Your money is managed by Dimensional Fund Advisors, an investment firm designed by academic research.
One Simple Fund
No need to purchase each position individually. We keep transaction costs down by using an all in one approach. One purchase provides instant diversification.
Potential Cost Savings
The financial industry has done a tremendous job of convincing the public the only route to professional management is by paying a 1% fee.
We have a better way. Why should you pay more in fees as your accounts grow? We can't think of a good answer either.
Our flat fee approach doesn't penalize you for growing your account. Or saving more. Or rolling over your 401k. That just doesn't make sense.
The savings are significant. Check out how a 25-year old can lose over $500,000 paying a 1% fee. (source: NerdWallet)
Dimensional Fund Advisors use financial science and academic research to design portfolios. Based on the work of numerous Nobel Laureates, Dimensional aligns seamlessly with those investors who take a long term view with their investments.
Years since founding
In firmwide assets*
Offices in 8 countries
Source: Dimensional Funds Website, Dec. 2017. *assets under management, USD, billions.
Stay On Track
You have what it takes to be a successful investor. It's those darn emotions that keep getting in the way.
When times get tough, know you have a resource to lean on. Let us help you stay the course with education, planning, and motivation from a community of investors just like you.
Feel Confident Again
Investing is personal. Schedule a time to talk with us and see if we are a good fit.