Your AI team grows with your portfolio. Start with insights and education, scale to full institutional orchestration.
Under $150K in Assets
Start your journey with institutional-grade insights and portfolio guidance
AI Agents Included:
Service Model:
Self-directed with AI guidance
$150K-$1M in Assets
Balanced automation with multi-agent analysis and portfolio optimization
AI Agents Included:
Service Model:
Digital-first with quarterly check-ins
$1M+ in Assets
Complete AI team with full orchestration and dedicated portfolio management
AI Agents Included:
Service Model:
Dedicated manager with quarterly reviews
Seamless tier transitions: Upgrade or downgrade anytime as your portfolio grows
Individual agents also available à la carte for specific needs
See exactly what's included at each tier and which AI agents you'll have access to
| Feature | Emerging | Affluent | HNW |
|---|---|---|---|
| Stock Report Agent | |||
| Portfolio Agent | |||
| Analysis Agents | |||
| CIO Orchestrator | |||
| Macro Research | |||
| Risk Management | |||
| Portfolio Size | 15-25 | 35-50 | Custom |
| Educational Resources | |||
| Advisory Check-ins | Quarterly | Quarterly | |
| Portfolio Manager |
Contact us to discuss your investment needs and choose the tier that's right for you