Basic(k)
Pricing
Item
Cost
Setup
$1,500
monthly
$150
per head
$15
basis points
15
max blocks
1 ($25k)
asset classes
traditional
Value age 86
$111,134
Get In touch
basic(k)
plan
krypto(k)
plan
future(k)
plan
Setup
$1,500
$2,500
$5,500
monthly
$150
$250
$550
per head
$15
$25
$55
basis points
15
25
55
max blocks
1 ($25k)
3 ($75k)
10 ($250k)
asset classes
traditional
traditional, krypto(k), venture & private equity
traditional, krypto(k), venture & private equity
Value age 86
$111,134
$5,479,025
$5,367,891
STEPS
401(k) SELF-INVEST ROTH PLAN
START UP OR ROLLOVER
ALTERNATIVE ASSET CRYPTO WINDOW
ROTH & AFTER-TAX FEATURES
ROLL-IN FEATURE
MY PRONOUNS
FIN
TECH
BRO
