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Investing
done better.
A real alternative to the conflicts of interest, opaque costs, and unexpected fees.
Simple, fair, and transparent — it’s investing and advice done better.
What Sets Us Apart
We're focused on improving the core components of the investor's experience and removing roadblocks to their success.
Fixed Cost
We pioneered the fixed cost price point for advice and management, keeping costs predictable and transparent.
Individual Securities
Directly own the companies you're investing in without the extra middlemen, fund fees, or commissions.
Trusted Advice
Investment advice is decoupled from the traditional product sales distractions, be confident your interests always come first.
Transparent Pricing
You only pay for what you need and always know what you're paying.
Plus Plan
The Plus account is our comprehensive and straightforward per-account option; this is our default account, and it includes all investment options and features minus the recurring advice quota.
Suggested minimum account size: $40,000, less with reasonable monthly contributions.
Plan features
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Limited to one delegated and one self-directed account
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Choose from a range of investment options
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Individual security ownership with fractional shares
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Direct indexing with account level security exclusion
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$9 million in FDIC insured cash protection per account
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ACH, wire, and account check writing available
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Digital ACAT support and assisted account transfers
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Customizable automated tax optimization
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Client educational videos, articles, and podcasts
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Consultations billed à la carte as requested
Pro Plan
The Pro plan strikes a unique price and feature balance that is a fantastic fit for most established investors. Pro includes a half-hour per quarter quota of investment advisor consultation time and can be used cumulatively for one hour.
Suggested minimum account size: $250,000, less with reasonable monthly contributions.
Plan features
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Up to 20 delegated or self-directed brokerage accounts
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Choose from a range of investment options
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Individual security ownership with fractional shares
-
Direct indexing with account level security exclusion
-
$9 million in FDIC insured cash protection per account
-
ACH, wire, and account check writing available
-
Digital ACAT and assisted account transfer support
-
Customizable automated tax optimization
-
Client educational videos, articles, and podcasts
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Half-hour quota of consultation time per quarter
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A household-sized "umbrella" account
Partner Plan
The Partner plan is ideal for experienced investors with more sophisticated account, planning, and advice needs. Partner includes an hour per month quota of highly-experienced investment advisor consultation time and can be used cumulatively for two hours.
Suggested minimum account size: $400,000, less with reasonable monthly contributions.
Plan features
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Up to 20 delegated or self-directed brokerage accounts
-
Choose from a range of investment options
-
Individual security ownership with fractional shares
-
Direct indexing with account level security exclusion
-
$9 million in FDIC insured cash protection per account
-
ACH, wire, and account check writing available
-
Digital ACAT and assisted account transfer support
-
Customizable automated tax optimization
-
Client educational videos, articles, and podcasts
-
One hour quota of consultation time per month
-
A household-sized "umbrella" account
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Clients
By using this website, you understand the information presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy.
Past performance does not guarantee future results, the likelihood of investment outcomes are hypothetical in nature.
Nothing on this page should be construed as an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Fixed Cost Financial, Inc. is not registered.
Fixed Cost Financial does not provide tax advice and investors are encouraged to consult with their tax professional.
Brokerage, custody, and clearing services are offered to clients of Fixed Cost Financial, Inc. by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Folio Investments, Inc. is an affiliate of Goldman Sachs & Co. LLC and is a subsidiary of The Goldman Sachs Group, Inc.
Fixed Cost Financial is registered and accepting clients in Florida, Indiana, Iowa, Massachusetts, Michigan, Minnesota, New York, and Ohio. On a limited basis in all other states.
Fixed Cost Financial, Inc. is a registered investment adviser.
© 2023 Fixed Cost Financial, Inc.