Transparent Pricing
Choose the plan that fits your investment goals. All plans include professional portfolio management with no hidden fees or long-term commitments.
Minimum Investment
$10,000
Included Features
- Access to 3 core portfolio strategies
- Monthly performance reports
- Basic risk analytics
- Email support
- Educational resources
- Mobile app access
- Quarterly rebalancing
No setup fees • Cancel anytime
Minimum Investment
$50,000
Included Features
- Access to all portfolio strategies
- Weekly performance reports
- Advanced risk analytics & stress testing
- Priority phone & email support
- Tax-loss harvesting
- Custom benchmark tracking
- Monthly rebalancing
- Direct advisor consultation (quarterly)
- ESG screening options
No setup fees • Cancel anytime
Minimum Investment
$500,000
Included Features
- All Professional features
- Custom portfolio strategies
- Real-time performance monitoring
- Dedicated relationship manager
- 24/7 priority support
- Advanced tax optimization
- Daily rebalancing available
- Alternative investment access
- Institutional research reports
- Custom reporting & analytics
- Multi-account management
No setup fees • Cancel anytime
Compare Plans
Detailed breakdown of features included in each plan
| Features | Starter | Professional | Institutional |
|---|---|---|---|
| Portfolio Strategies | 3 Core | All Available | All + Custom |
| Performance Reports | Monthly | Weekly | Real-time |
| Risk Analytics | Basic | Advanced | Institutional |
| Support | Phone + Email | 24/7 Dedicated | |
| Rebalancing | Quarterly | Monthly | Daily Available |
| Tax Optimization | - | Tax-loss Harvesting | Advanced Tax Strategy |
Frequently Asked Questions
The management fee covers portfolio construction, ongoing monitoring, rebalancing, and all platform features. No additional trading fees or hidden charges.
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle with no penalties.
No long-term commitments required. You can cancel your subscription at any time with 30 days notice. Your investments remain yours.
Management fees are calculated monthly based on your average daily balance and automatically deducted from your account.
Ready to Start Investing?
Join over 10,000 investors who trust Asterisk Strategies with their portfolio management. Start with any plan and experience professional investment management.
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