Our Pricing Plans

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

Lite

$0 per month

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

Sign up today

  • Start with no minimum investment

  • Being with an individual investment account

  • Contact us via email and live chat

  • Invest in Atticus Core Portfolios

Pro

$1 per 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 or text

  • Ability to invest in Atticus Select Portfolios

AtticusX

$3 per month

Your all-in-one investment subscription.

Sign up today

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

  • Unlock access to open multiple accounts

  • Priority support through a personal advisor

  • Ability to invest in Atticus Global Portfolios

  • Exclusive access to alternative investments (coming soon!)

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
$3/mo
No minimum investment ✓ ✓ ✓
Ability to set up recurring investments ✓ ✓ ✓
Free Atticus optimized portfolio recommendation ✓ ✓ ✓
Account Options
Number of accounts you can open 1 2 4+
Individual Investment Account ✓ ✓ ✓
Joint Investment Account ✗ ✓ ✓
Individual Retirement Account (Roth IRA & Traditional IRA) ✗ ✓ ✓
Portfolio Options
Atticus Core Portfolios ✓ ✓ ✓
Atticus Select Portfolios ✗ ✓ ✓
Atticus Global Portfolios ✗ ✗ ✓
Atticus Support
Email & live chat support ✓ ✓ ✓
Calling & texting support ✗ ✓ ✓
Personal financial advisor meeting support ✗ ✗ ✓
Additional Features
Exclusive access to alternative investments (coming soon!) ✗ ✗ ✓
% AUM fee schedule applies ✓ ✓ ✓