A low-cost automated investing solution

  • Professional portfolio management
  • Comprised of well-diversified ETFs
  • Quick and easy sign-up process
  • $500 minimum (when you set up automatic recurring deposits)*

How to get started with Essential Portfolios

Answer a few questions about your target, timeline and risk tolerance.

You'll get a portfolio recommendation based on your answers and financial goals.

We'll monitor your account and automatically rebalance it as necessary.

Answer a few questions about your target, timeline and risk tolerance.

Watch our video to learn how innovative technology can match you with a professionally managed portfolio that aligns with your goals.

Low cost, high value

With a $500 minimum deposit (when you set up automatic recurring deposits)*, and a management fee of 0.30%, Essential Portfolios is a low-cost alternative to traditional advisors. You also have access to our team of Portfolios Specialists who are available to answer any questions you may have.

Professional portfolio management

United Stock Brokers Investment Management automatically rebalances your Essential Portfolio with high quality, non-proprietary ETFs and then continues to monitor and rebalance it when appropriate.

 

 

Potentially reduce your income tax liability

Tax-loss harvesting is a service available at no additional cost, that will proactively sell off an investment that isn’t performing well and replace it with a new position, potentially reducing your taxable income by up to $3,000.