A low-cost investment solution for automated investing
- Professional portfolio management
- A well-diversified portfolio of ETFs
- Easy and quick sign-up procedure
- A minimum of $500 (when you create an automatic deposit recurring)
Get in touch
Call or visit a branch
Call us: +13478348283
20+ Branches Nationwide
How do you get started with Essential Portfolios?
Answer a few questions regarding your goal, timeline, and your risk tolerance.
You'll receive a portfolio recommendation regarding your questions and financial goals.
We'll keep track of your account and automatically adjust the balance as needed.
Answer a few questions regarding your goal, timeline, and your risk tolerance.
Check out our video to understand how cutting-edge technology can provide your needs with a professionally-managed portfolio that aligns with your objectives.
Low-cost but high value
An essential Portfolio is a cost-effective option for conventional advisors with a minimum deposit of $500 (when you establish auto-recurring deposits)* and a management fee of 0.30 percent. Also, you can access our Portfolio Specialists, who are on hand to answer any questions you might have.
Professional portfolio management
United Stock Brokers Investment Management automatically balances your Essential Portfolio using ETFs that are of excellent quality, not proprietary, and will continue to monitor and adjust it whenever necessary.
The possibility of reducing your income tax burden
Tax-loss harvesting is a free service that will help you dispose of an investment that’s not doing well and replace it with a different investment, which could reduce your tax-deductible earnings by as much as $3,000.
