Every plan includes a portfolio built with quantitative models, ongoing monitoring, scheduled reoptimization and the reasoning behind each update.
A quantitative portfolio constructed from your risk profile.
Scheduled reoptimization and the reason behind each update in your dashboard.
Assets stay at your broker. You execute every trade.
Our entry plan: your portfolio overview and its alpha performance against the benchmark, reoptimized every month.
USD · Billed once a year
Equivalent to $4.15 per month
Save $12.46/year vs paying monthly (−20%)
For investors who want a disciplined core portfolio with minimal day-to-day involvement.
USD · Billed once a year
Equivalent to $27.35 per month
Save $82.06/year vs paying monthly (−20%)
For investors who want the portfolio to respond as market conditions shift.
USD · Billed once a year
Equivalent to $43.35 per month
Save $130.06/year vs paying monthly (−20%)
For investors who want maximum analytical depth, including different market conditions and scenarios.
USD · Billed once a year
Equivalent to $75.35 per month
Save $226.06/year vs paying monthly (−20%)
Transparent pricing
A fixed fee, nothing hidden and no share of your returns. Each row is an amount you invest in USD; each cell is what that plan costs per year as a percentage of it.
Yearly fee as a share of your capital
Fees above 2% of your capital a year count as expensive. They are shown in orange and red.
| Invested amount | Founder$49.82/ year | Blueprint$328.22/ year | Evolution$520.22/ year | Frontier$904.22/ year |
|---|---|---|---|---|
| $2,500 | 1.99% | 13.13% Above 2% of your capital a year | 20.81% Above 2% of your capital a year | 36.17% Above 2% of your capital a year |
| $5,000 | 1.00% | 6.56% Above 2% of your capital a year | 10.40% Above 2% of your capital a year | 18.08% Above 2% of your capital a year |
| $7,500 | 0.66% | 4.38% Above 2% of your capital a year | 6.94% Above 2% of your capital a year | 12.06% Above 2% of your capital a year |
| $10,000 | 0.50% | 3.28% Above 2% of your capital a year | 5.20% Above 2% of your capital a year | 9.04% Above 2% of your capital a year |
| $15,000 | 0.33% | 2.19% Above 2% of your capital a year | 3.47% Above 2% of your capital a year | 6.03% Above 2% of your capital a year |
| $20,000 | 0.25% | 1.64% | 2.60% Above 2% of your capital a year | 4.52% Above 2% of your capital a year |
| $30,000 | 0.17% | 1.09% | 1.73% | 3.01% Above 2% of your capital a year |
| $40,000 | 0.12% | 0.82% | 1.30% | 2.26% Above 2% of your capital a year |
| $50,000 | 0.10% | 0.66% | 1.04% | 1.81% |
| $60,000 | 0.08% | 0.55% | 0.87% | 1.51% |
| $70,000 | 0.07% | 0.47% | 0.74% | 1.29% |
| $80,000 | 0.06% | 0.41% | 0.65% | 1.13% |
| $90,000 | 0.06% | 0.36% | 0.58% | 1.00% |
| $100,000 | 0.05% | 0.33% | 0.52% | 0.90% |
Amounts in the header are per year.
Prices are in USD. Commissions and fund expenses charged by your broker are separate and are paid to your broker, not to Crannx.