Pricing Packages
Easy Pricing
Get the peace of mind that your investment assets and financial advisor are not at risk.
Basic (Covers up to $499,000)
$199/year
Gold (Covers up to $999,999)
$499/year
Platinium (Covers $1,000,000+)
$699/year
Basic Plan
$199
/year
- Up to $499,999 of Assets
- Professional Advisor Background Check
- Broker Regulatory Reviews
- Investment Liquidity Issues
- Investment Fraud Risk
- Excessive Fees Review
Gold Plan
$499
/year
- Professional Advisor Background Check
- Broker-Dealer Regulatory Reviews
- Investment Liquidity Issues
- Investment Fraud Risk
- Excessive Fees Review
Platinum Plan
$699
/year
- Covers $1 Million or More Assets
- Professional Advisor Background Check
- Investment Liquidity Issues
- Investment Fraud Risks
- Excessive Fees Review