With our Navigator service, we manage retirement investments on your behalf in an account owned by you opened through our qualified account custodian. We offer several account types, including Roth IRAs as well as rollovers. Our services focus on long-term investing through low-cost funds that hold baskets of stocks and provide broad market diversification. We select investments for your portfolio tailored to match your values and goals.
Our Compass financial planning service is included with our Navigator investment management service. Clients receive a written financial plan that includes recommendations for investing, saving, debt management, and cash-flow planning.
Aesop Advisor does not require minimum amounts to open accounts or impose account balance minimums.
Aesop Navigator fees are based on the amount a client has in their investment account.
Not sure which plan?
We recommend starting with Compass. After receiving your Money Map, if you decide to then become a Navigator client, Compass balances can be transferred to Navigator fees. Click here for more details about switching from our Compass financial advisement service to our Navigator investment management service.
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