Individual Pricing

Buiness Pricing

Our Pricing Plans

We’ve created plans that fit your lifestyle and meet you where you are at in your investing journey.

Lite

$0 /month

New to investing? The perfect account to get you started.

Sign up today

  • Start with no minimum investment

  • Begin with an individual investment account

  • Contact us via email and live chat

  • Invest in Atticus Core Portfolios

Pro

$1 /month

Plan for your future with access to retirement accounts.

Sign up today

  • All features included under the “Lite” plan, plus:

  • Gain access to joint and retirement accounts (IRAs)

  • Advanced support through call, text, and a personal advisor

  • Ability to invest in Atticus Select Portfolios

AtticusX

TBD

We’re working on something awesome – stay tuned!

Coming soon!

  • AtticusX will incorporate all features included under the “Pro” plan, plus:

  • Exclusive access to alternative investments

  • Real estate opportunities

  • And more… (stay tuned!)

All plans incorporate our % AUM fee structure which can be found here.

Compare All Plans

Pricing Plan Comparison

Features
Lite
$0/mo
Pro
$1/mo
AtticusX
TBD
No minimum investment ✓ ✓ ✓
Ability to set up recurring investments ✓ ✓ ✓
Free Atticus optimized portfolio recommendation ✓ ✓ ✓
Account Options
Number of accounts you can open 1 2+ 3+
Individual Investment Account ✓ ✓ ✓
Custodial (minor) Investment Account ✓ ✓ ✓
Joint Investment Account ✗ ✓ ✓
Roth IRA ✗ ✓ ✓
Traditional IRA ✗ ✓ ✓
Rollover IRA ✗ ✓ ✓
Portfolio Options
Atticus Core Portfolios ✓ ✓ ✓
Atticus Select Portfolios ✗ ✓ ✓
Atticus Alternative Investments ✗ ✗ ✓
Atticus Support
Email & live chat support ✓ ✓ ✓
Calling & texting support ✓ ✓ ✓
Personal financial advisor meeting support ✗ ✓ ✓
Additional Features
Real estate investment opportunities ✗ ✗ ✓
Exclusive access to all additional features to be released soon ✗ ✗ ✓
% AUM fee schedule applies ✓ ✓ ✓