The world’s first ZERO portfolio-fee, full-service wealth management firm.
We succeed when you do - no returns, no fees.
Unmatched portfolio returns
Zero Assets Under Management (AUM) Fee
The industry’s lowest Performance Fees
Access to Athena AI Investing Research Desk
Our Services
Portfolio Guide
$29.99/mo
Access to the Parthenon Learning Temple, the top stock picks the market has access to - determined by our expert money managers. NEW: access to Athenopoulos’ Athena AI Investing Research Desk - industry-leading financial visualization software and revolutionary AI Parallel Research Algorithms*.
Portfolio Navigator
$29.99/month + 10% Performance Fee
Everything included in Portfolio Guide + have your portfolio actively managed by one of our expert Client Advocates. We will actively trade the best securities while you sit back and focus on your life. Enjoy complimentary one-on-one portfolio consultations quarterly, crisis response, and a team of specialists available to make sure you reach your goals.
Portfolio Arbiter
$99.99/month + 15% Performance Fee
Everything included in Portfolio Navigator + unlimited portfolio consultations, 24/7 proactive management, margin and derivatives trading, crisis response, and access to Arbiter AI Derivatives Research Desk.
More about our firm
We are a forward-thinking wealth management firm revolutionizing the industry with zero AUM* fees, industry leading returns, and a low performance fee structure.
As our client, you will work directly with one of our expert client advocates, backed by our technology and money management team, to ensure your brokerage & retirement accounts are working tirelessly towards your life’s goals.
Our mission is to make financial freedom accessible to everyone and collectively work towards a more equitable society.
Data visualizations still under construction
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Data visualizations still under construction 〰️
What sets us apart:
Lowest fees in the industry
Our competition charges AUM fees - a tax based upon your entire portfolio, regardless of returns. This unjustifiable fee destroys the long-term growth of your portfolio.
Our fee schedule is only based upon the returns we bring to your portfolio. Meaning, if we don’t make you money, you don’t owe us a cent.
Our returns are unmatched
We proudly retain a 95% profit/loss ratio. Our Expert money managers go through rigorous investing and compliance certificate program to remain industry leading stewards of your portfolios.
Growth of $10,000
Some of our returns:
Coming soon!