GROW
Personal Investment Account
Investing for the medium- and long-term is like putting your savings on steroids. With this account you'll invest in a well-diversified investment portfolio.
Good for those looking to invest for mid-term and long-term goals, and who may need access to all or part of their funds at any time.
An investment account with a diversified portfolio that contains low-cost ETFs from Vanguard, BlackRock or Goldman Sachs which include hundreds of companies like Google, Amazon, Disney and Coca-Cola.
The Subscription Fee is $10/month. You automatically switch to an annual Asset Management Fee of 1.0% when the combined balance across all your Finhabits accounts surpasses $12,000.

The subscription includes up to 3 investment accounts and access to exclusive Money Journeys, classes, financial planning tools, and live stream events.

The Finhabits fee covers most of the costs associated with your account such as unlimited deposits, withdrawals, re-balancing, and reinvestment of dividends. You could incur extra charges on services that are not part of the normal service such as printed statements.
Long-haul investing is the way to go. We recommend that you keep your money invested a minimum of 3 years.
This service is operated and maintained by Finhabits Advisors, LLC, an SEC-registered investment adviser. Securities offered through Apex Clearing Corporation, a member of FINRA/SIPC.

All investments involve risk and may result in loss. Not FDIC insured. No bank guarantee.

Finhabits does not provide tax advice. Please consult a tax professional.

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