Please select your Private Client tier:



Minimum Investment per Household

Risk Assessment + Custom Portfolio
TD Ameritrade Institutional
Advanced Tax Considerations
Access to MoneyGuide

Risk Assessment + Custom Portfolio

  • Quiz assesses your Risk Tolerance and Assigns you a Risk Score from 1 – 99
  • We build you a portfolio customized to match your Risk Score
  • We review with you and you can make adjustments if desired

Client Dashboard

  • Aggregates account information from: TD Ameritrade Institutional, MoneyGuide, Riskalyze
  • Track performance by SMI Strategy
  • RMD Tracker
  • TD Ameritrade Statements, Private Client Reports, and Tax Documents
  • Mobile available on iOS App Store and Google Play

TD Ameritrade Institutional

  • Custody of Accounts
  • Asset Protection Guarantee
  • Protects Against Fraud
  • Better Trade Execution
  • Simple Transfer Process with
  • Transfer Fees Rebated
  • Integration with Client Dashboard

Advanced Tax Considerations

  • Tax loss harvesting strategy with taxable accounts
  • Helps to defer a portion of your capital gains
  • Enables taxable gains to compound longer
  • Asset location to determine proper account to get the most favorable tax treatment overall


  • #1 Financial Planning Software on the Market
  • Self Directed 2 Step Process: Goals and Money
  • Link to existing financial accounts
  • Social Security Analysis, Limited Estate Planning, Provides Budget and Expense Analysis
  • Technical assistance available from SMI

Fees for SELECT

  • 0.95% advisor fee per year
  • Pro-rated and charged monthly
  • Based on Average Daily Balance

Better Trade Execution

TD Ameritrade uses advanced routing technology and evaluates execution quality, mindful of what matters most to our clients.

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