Navigator

With our Navigator service, we manage investments in a retirement investment account opened through our account custodian. We offer accounts including individual 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 to match your values and goals.

Our financial planning services are included with our Navigator investment management services. Navigator clients receive a written financial plan that includes recommendations for investing, saving, debt management, and cash-flow planning. Aesop clients receive all Aesop newsletters, including Market Mood, Money Microscope, and Markets Demystified.

Aesop Advisor does not require minimum amounts to open accounts or impose account balance minimums.

Click to learn more about investment account types and which may be good for you.

Click to learn more about investment options based on your circumstances.

Click for frequently asked investment questions.

Click for Navigator pricing.

Please let us know if you have questions about our Navigator retirement investment management service. You can also click here to answer a few questions and see if Navigator is a good fit for you.

Contact us or click here to get started with Navigator.

Compass

Compass is our financial planning service that includes a written financial plan with recommendations for overall cash-flow planning, savings, and debt management. Aesop will provide individualized notifications to help you reach your goals, and you have unlimited access to contact your advisor. Compass clients receive all Aesop newsletters, including Market Mood, Money Microscope, and Markets Demystified.

Compass fees are billed annually at $145 the first year and $95 each year after. If a Compass client becomes a Navigator client, any fees paid for the prorated remainder of their 12-month Compass service cycle will be transferred to any upcoming Navigator fees.

Click to learn more about Compass payments.

Please let us know if you have questions about our Compass financial planning service. You can also click here to answer a few questions and see if Compass is a good fit for you.

Contact us or click here to get started with Compass.

1-833-AESOP-GO (1-833-237-6746)
jonathon@aesopadvisor.com
Schedule virtual meeting