We help people watch over and easily review all their investments in one place. And do it securely.
In-depth view of all your investments and allocations in one report.
A diversified and professionally managed investment portfolio.
|Advisory Fee||Join for Free||0.5%**|
|Your information and assets are secure in Blueleaf|
|View all your investments in a summary e-mail weekly|
|Simplified performance on all investments|
|Expense analysis on investments and portfolios|
|Risk/Reward analysis reporting on each portfolio|
|One on One portfolio review with a CFP®|
|Personalized institutional investment portfolio|
|Guidance implementing a Core/Explore strategy|
|Core Portfolio using a Scottrade institutional account|
** Managed by CWC (Supervised Assets): Fees are based on the value of the assets held in each account. The annual fee is negotiable and may be reduced for combined household accounts. Custodial fees, if any, are charged separately by the custodian. The Portfolio uses mutual funds and ETFs to construct a portfolio that follows a disciplined investment strategy, is managed, reallocated and adjusted on a regular basis. The asset classes primarily consist of US and International Stocks, Real Estate, Resources, US Bonds, International Bonds and Cash.
|Assets Under Management||Annual Fee||Quarterly Fee|
|$100,000 and up||0.50%||0.125%:|
|Minimum Fee Annual/Quarterly||Minimum Fee $400||Minimum Fee $100|