The Bronze plan is the basic option and is designed for new investors looking to get started with a low minimum investment. It offers a range of diversified investment options, such as mutual funds and exchange-traded funds (ETFs), with a low management fee.
The Silver plan is designed for investors who are looking for more options and greater flexibility in their investment portfolio. It includes a wider range of investment options, such as individual stocks and bonds, as well as access to a financial advisor for personalized investment advice.
The Gold plan is the premium option and is designed for experienced investors who want a high level of customization and personal attention. It includes a dedicated financial advisor who will work with the investor to create a personalized investment strategy based on their individual goals and risk tolerance. Additionally, it provides access to exclusive investment opportunities such as private equity and hedge funds.