Our Services
Navigator
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.
Please let us know if you have questions about our Navigator retirement investment management service.
Click to answer a couple questions to help decide if Navigator might be a good fit for you. (No submission required)
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, debt management, and investing. Compass clients have unlimited access to contact their advisor or update their financial plan.
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 for more about Compass payments.
Please let us know if you have questions about our Compass financial planning service.
Click to answer a couple questions to help decide if Compass might be a good fit for you. (No submission required)
Contact us or click here to get started with Compass.
Comparison
Navigator
Compass
Written Plan/Money Map
Cash Flow Recommendations
Debt Management Recommendations
Savings Recommendations
Investment Recommendations
Aesop Manages Investments for You
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.
Click to answer a couple questions to help decide if Aesop might be a good fit for you. (No submission required)
Following the recommendations in your written plan is not required to be an Aesop client. For example, Navigator clients can contribute more or less than the amount ranges Aesop recommends for contributing to investments.
Compass clients can follow the recommendations from their written financial plan as much or as little as they want, and can contribute more or less than the recommended amounts for savings, debt management or monthly cash-flow planning.
Aesop Advisor does not have client investment account balance minimums. Clients can open investment accounts with any amount.
Click to view our fees.
Click to answer a couple questions to help decide if Aesop might be a good fit for you. (No submission required)
Click for 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 more about our account custodians/brokerages.
Click for frequently asked investment questions.