FEES & PRICING
Investment accounts have a varying range of fees depending upon the level of service you utilize working with your financial professional. There is a $500 minimum to get started on the marketplace to open an investment account. Learn about pricing for our financial investment plans below.
Financial Advisor
If you are looking for a financial advisor to customize advice and financial investment plans for you, advice can be catered to you based upon your specific situation.
Financial Advisor
If you are looking for a financial advisor to customize advice and financial investment plans for you, advice can be catered to you based upon your specific situation.
Strategy Marketplace provides professional advice at a fraction of the cost.
Basic
|
Investment
| |
What you get: | One-Time setup call with a financial professional to talk about your goals and ensure you are on the right track. | One-Time setup call with a financial professional to talk about your goals and ensure you are on the right track. Customizable access to various strategies and enhanced investment options. |
Investment Strategy Access | Strategy Marketplace Default Investment Strategist Menu | Access to any Strategist offered in the Marketplace |
Advisory Fee | 0.054% per month | Varies depending upon the level of service you utilize working with your financial professional |
Minimum Account Balance | $500 | $50,000 |
What you get:
Basic Package
| One-Time setup call with a financial professional to talk about your goals and ensure you are on the right track. |
Premium Package | One-Time setup call with a financial professional to talk about your goals and ensure you are on the right track. Customizable access to various strategies and enhanced investment options. |
Investment Strategy Access
Basic Package | Strategy Marketplace Default Investment Strategist Menu |
Premium Package | Access to any Strategist offered in the Marketplace |
Basic Cost
Basic Package
| $0 |
Premium Package | $199 Upgrade Fee |
Advisory Fee
Basic Package
| 0.054% per month |
Premium Package | Varies depending upon the level of service you utilize working with your financial professional |
Minimum Account Balance
Basic Package
| $500 |
Premium Package | $50,000 |
Getting started with your Planner
2
Work with the planner to get your customized financial plan and start putting it to
work!
INFORMATION FOR
Advisors
Jobseekers
Media & Journalists
401(k)
CONTACT
410 Sovereign Court, Suite 14,
Manchester, MO 63011
DISCLAIMER:
Accessibility Statement for Individuals with Disabilities
Advisory services offered through Strategy Marketplace, LLC.
We are an independent financial services firm helping individuals create retirement strategies using various investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
The information and opinions contained in any of the material requested from this website are provided by third parties. They have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Form ADV Part 2 – Disclosure Brochure
Form ADV Part 3 – Client Relationship Summary (Form CRS)
