(860) 709-0909 Consultation
BreachwayGO! A Breachway
Investments Platform

Boutique wealth management. Accessible price.

BreachwayGO! is our self-directed investment platform — giving independent investors access to the same professional-grade portfolios and CFP® guidance as our full-service clients, at a fraction of the cost.

Get Started → How It Works
At a Glance
Minimum Investment $100,000*
Advisory Fee As low as 0.33%*
Full-Service Minimum $500,000
CFP® Access Included
Planning Software Included
BreachwayGO!
0.33%
Typical Robo
0.25–0.50%

*Fees and minimums are subject to change. Please inquire for current terms.

What Is BreachwayGO!

The sophistication of a boutique firm - at a self-service price.

BreachwayGO! is a subsidiary of Breachway Investments - built for investors who want professional-grade portfolio management and financial planning tools, but prefer to take ownership of the administrative side of the relationship.

When clients handle their own onboarding, account opening, and administrative tasks, we can pass those savings directly back to them in the form of a significantly lower advisory fee - without sacrificing the quality of advice.

  • Access to professionally managed investment portfolios from a true fiduciary
  • Robust financial planning software included
  • Scheduled office hours with a CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Accounts opened electronically - on your schedule
  • Investment risk profile determined online through guided questionnaire
How It Works
1
Determine Your Risk Profile
Answer a series of questions online to identify your investment risk tolerance and goals. This drives your portfolio construction.
2
Open Your Account Electronically
You handle the account opening paperwork yourself - digitally, efficiently, on your own time. We guide the process; you execute it.
3
Access Your Portfolio & Planning Tools
Log in to your financial planning dashboard and investment account. Review your portfolio, run scenarios, and track your progress.
4
Schedule Office Hours with Your CFP®
When you need to talk, we're there. Scheduled consultations give you direct access to our CFP® professionals for guidance on your personal scenario.
Why BreachwayGO!

What makes us different from every other robo platform.

We are adding a personal touch - and a fiduciary one - to a model that has always lacked both.

⚖️
True Fiduciary Standard
We believe BreachwayGO! is one of the first - if not the first - low-fee robo platforms offered by a true fiduciary. Your best interests are not just a tagline; they are our legal obligation.
🔒
Completely Independent
We are not owned or controlled by a larger financial institution. We receive no hidden fees, no fund kickbacks, no revenue sharing. Everything we recommend, we recommend because it is right for you.
🧠
Real Human Expertise
Unlike a pure algorithm, BreachwayGO! gives you access to a real CFP® professional during office hours. Algorithms don't understand your divorce, your inheritance, or your retirement anxiety. We do.
💼
Boutique Portfolio Models
You are not getting a generic ETF ladder. You are getting access to the same carefully constructed portfolio models we manage for our full-service clients - at a fraction of the fee.
📊
Full Financial Planning Software
Robust web-based financial planning tools give you a complete view of your financial life - not just your investment account. Set goals, model scenarios, and track progress.
💲
Dramatically Lower Cost
With a minimum of $100,000* and fees as low as 0.33%*, BreachwayGO! delivers premium guidance at a cost that reflects the self-service nature of the relationship - not the quality of the advice.
FAQs

Questions worth asking before you invest.

We welcome scrutiny. Here are the questions smart investors ask us - and our honest answers.

Why not just go to a discount brokerage directly?
Discount brokerages offer execution - they don't offer advice. With BreachwayGO!, you get professionally managed investment portfolios, comprehensive financial planning tools, and access to a CFP® professional. The self-service model lowers costs; it doesn't lower the quality of the underlying strategy.
What's the catch with the 0.33% fee?
There isn't one. The lower fee reflects the fact that you handle your own administrative tasks - account opening, paperwork, and similar functions. The investment management expertise and CFP® access are exactly the same as our full-service clients receive.
Is BreachwayGO! actually a fiduciary?
Yes - unequivocally. BreachwayGO! is a subsidiary of Breachway Investments, LLC, a Registered Investment Adviser. We are held to the fiduciary standard for every interaction, every recommendation, and every portfolio decision. This distinguishes us from virtually every other self-directed or robo platform on the market.
What happens if I eventually want full-service management?
Graduating to our full-service platform is a seamless transition. You will already have an established relationship with our team. The primary difference is that we take on the administrative workload for you, and the asset minimum moves to $500,000.