The Astute Advisor is a monthly subscription service built upon our experience of over 45 years of serving clients with independent financial planning and investment management.
The concept of a subscription service is not new, but often there are high barriers to entry. This can make it difficult for younger investors to work with an independent financial planner. We feel strongly that the subscription model is a great fit for many millennials and so we’ve eliminated those barriers!
SUBSCRIBE TODAY!
The Astute Adviser offers…
- professional investment management
- automatic investment plans
- a financial community for questions and support
- individual planning & consulting options
- no initial minimum investment required
- no cancellation fees
- flat monthly subscription fee – no surprises!
Are you…
- Wanting to learn more about personal finance
- Ready to set some financial goals
- Ready to start saving & investing
- Age 21 or older
Three Easy Steps
- Look at the comparison chart below, pick the service level that’s right for you* and subscribe.
- We will contact you and guide you through a simple account setup process.
- Follow the instructions in the emails you will receive to create your plan!
Join the Astute Adviser community today to start your financial journey!
*Astute Advisor subscription services are only appropriate for individuals with less than $150,000 to invest. If you are interested in professional investment management for larger accounts, please contact us.
Investment strategy education
Investment risk profile analysis
Automatic monthly deposits into investment accounts
Yearly investment check up email
Astute Adviser podcast series
On demand financial topic videos
Individual consulting time (virtual)
Socially responsible investment options
Quarterly interactive webinar
Silver
$
25
Monthly
One time set up fee $50
Investments only
Investment strategy education
Investment risk profile analysis
Automatic monthly deposits into investment accounts
Yearly investment check up email
Astute Adviser podcast series
On demand financial topic videos
Individual consulting time (virtual)
Socially responsible investment options
Quarterly interactive webinar
Gold
$
50
Monthly
One time set up fee $50
Investments and basic
financial planning
financial planning
Investment strategy education
Investment risk profile analysis
Automatic monthly deposits into investment accounts
Yearly investment check up email
Astute Adviser podcast series
On demand financial topic videos
Individual consulting time (virtual)
(60 Minutes a year)
Socially responsible investment options
Quarterly interactive webinar
Platinum
$
75
Monthly
One time set up fee $50
Socially responsible investments and extra financial planning
Investment strategy education
Investment risk profile analysis
Automatic monthly deposits into investment accounts
Yearly investment check up email
Astute Adviser podcast series
On demand financial topic videos
Individual consulting time (virtual)
(120 Minutes a year)
Socially responsible investment options
Quarterly interactive webinar