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A real alternative to the conflicts of interest, opaque costs, and unexpected fees.
Simple, fair, and transparent — it’s investing and advice done better.
We're focused on improving the core components of the investor's experience and removing roadblocks to their success.
We pioneered the fixed cost price point for advice and management, keeping costs predictable and transparent.
Directly own the companies you're investing in without the extra middlemen, fund fees, or commissions.
Investment advice is decoupled from the traditional product sales distractions, be confident your interests always come first.
You only pay for what you need and always know what you're paying.
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.
Limited to one delegated and one self-directed account
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 support and assisted account transfers
Customizable automated tax optimization
Client educational videos, articles, and podcasts
Consultations billed à la carte as requested
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.
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
Half-hour quota of consultation time per quarter
A household-sized "umbrella" account
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.
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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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.
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