A Revolution in the Wealth Management Industry!
For investors seeking a low-cost solution to gain access to boutique money management and financial planning capabilities. Consultations with our experienced staff and CFP® are also included.
BreachwayGO! is a subsidiary of Breachway Investments that allows clients to perform many of the administrative tasks themselves in order to keep costs down.
- Investors determine their risk profile by answering questions online
- Accounts are opened electronically
- Financial Planning tools are web based
In addition to our investment portfolios and planning capabilities, clients will also have access to speak with us regarding their personal needs and scenario.
The latest technological advancements have made all of this possible for the “self-service” investor.
Low Cost, High Value!
For clients that enjoy getting their hands dirty and want to be a part of the process.
Take ownership of administrative requirements to enjoy cost savings.
- Access to Investment Portfolios from a boutique money manager
- Additional access to robust Financial Planning software
- Scheduled Office Hours with a CERTIFIED FINANCIAL PLANNER (CFP®)
The BreachwayGO! platform will provide all of the guidance, advice, wholistic financial planning, and professionally managed investments at a fraction of the price. All of this is possible when the client takes ownership of administrative duties.
Lower minimum investment of $100,000* versus our full-service minimum of $500,000. Fee as low as 0.33%*.
Yeah, Right! What the catch? Try it and see that there is no catch.
Let’s GO!
It’s GO Time!
Frequently Asked Questions (FAQs):
Why shouldn’t I go to a discount brokerage firm directly?
- Our Investment Models
- Wholistic Financial Planning
- Professional Guidance
What makes us different?
- You get all the benefits mentioned through this robo service at a deeply discounted price
- This may be the first, or one of the few, LOW “Fee Only” platforms offered by a true FIDUIARY
- We are completely Independent and not owned or controlled by a larger firm
- We do not receive any hidden fees
Your best interests are top-of-mind at all times!
Your goal is our goal!
We are adding value and a personal touch to Robo investing!
*Fees and account minimums are subject to change at any time.
