i-AM (intuitive Asset Management) an option for those who prefer a “Do it yourself model” with the help of Collaborative Financial Partners’ tools and processes. This options gives you the ability to open an account with a minimum investment of only $5,000. These accounts can be anything from a taxable (Non-Qualified) account to a Roth IRA (Qualified) Account.
By investing in these accounts we will give you access to our E-money Financial Planning software to use on your own. Additionally, based on your personal risk tolerance an investment model will be recommended for you to use. Based on your answers to the questions you will then have the option to decrease or increase the risk of your personalize portfolio.
As noted, you can open this account with as little as $5,000. You can fund it directly from your bank account, or transfer another account in. If you want to transfer the money in from another investment account there is a little bit of additional paperwork you can do either in person with us or via mail.
The cost to invest in this strategy is only .75% and will not only give you access to the planning software but a person to talk to over the phone if you need some additional guidance. This is assumes you are not a current financial planning client with more comprehensive access to the team.
By investing in these accounts we will give you access to our E-money Financial Planning software to use on your own. Additionally, based on your personal risk tolerance an investment model will be recommended for you to use. Based on your answers to the questions you will then have the option to decrease or increase the risk of your personalize portfolio.
As noted, you can open this account with as little as $5,000. You can fund it directly from your bank account, or transfer another account in. If you want to transfer the money in from another investment account there is a little bit of additional paperwork you can do either in person with us or via mail.
The cost to invest in this strategy is only .75% and will not only give you access to the planning software but a person to talk to over the phone if you need some additional guidance. This is assumes you are not a current financial planning client with more comprehensive access to the team.
When creating your account you will need the following code: W V Z V.
