Logo
Fintelect.
Our clients have two portfolio management options
Model
Portfolios
Starting from
$10,000
Risk Profile
Automatic
Rebalance
Automatic
Mgmt Fee/year
0.5%
Individual
Portfolios
Starting from
$50,000
Risk Profile
Custom
Rebalance
Custom
Mgmt Fee/year
2.5%
Two Portfolio Investment Options
Choose the portfolio that fits your investment style and start growing your wealth today.
Model Portfolio
Perfect for investors starting with a minimum of $10,000, this portfolio includes an automatic risk profile and rebalancer, ensuring your investments align with your risk tolerance and remain optimized over time. The management fee is a low 0.5% per year, making it an affordable choice.
Individual Portfolio
Ideal for those with at least $50,000 to invest, this portfolio provides a custom investment strategy and risk profile tailored to your specific goals. With personalized asset selection and management, it offers a hands-on investment experience at a management fee of 2.5% per year.
Calculate how much you can invest
Initial Deposit
$
Contribution
$
average annual return
Annual
Monthly
Weekly
Daily
Term (years)
20
average annual return
%
Potential Balance