We offer a variety of options for young professionals, so you’re sure to find one that fits your unique needs. You'll never get a surprise bill or encounter hidden fees and you can cancel your service at any time. Simple, right?
| Learn Get Started | Invest More details | Consult More details | Plan More details | |
|---|---|---|---|---|
| Pricing | Free |
0.75%
of assets managed (discounted to 0.60% with Consult/Plan) |
$1000 one-time fee | $2000 up front and $175 monthly |
| Resources | ||||
| Newsletter | • | • | • | • |
| Organizer | • | • | • | • |
| Workshop | • | • | • | • |
| Spending | • | • | • | • |
| Investments | • | • | • | • |
| Education Center | • | • | • | • |
| Risk Tolerance Assessment | – | 12 questions | 12 questions | 25 questions |
| Investing | ||||
| Globally Diversified | – | • | – | – |
| Automated Rebalancing | – | • | – | – |
| Low-Cost ETFs | – | • | – | – |
| Tax Lost Harvesting | – | • | – | – |
| Elegant User Interface | – | • | – | – |
| Powerful Security | – | • | – | – |
| Planning | ||||
| Budgeting/Cash Flow | – | – | Pick 2 Topics | • |
| Student Loan/Debt | – | – | Pick 2 Topics | • |
| Life Goal Planning | – | – | Pick 2 Topics | • |
| Employee Benefits Review | – | – | Pick 2 Topics | • |
| Insurance Needs Analysis | – | – | Pick 2 Topics | • |
| Other | – | – | Pick 2 Topics | • |
| Access | ||||
| Financial Advisor | – | Lifewise | Lifewise | Lifewise Advisor |
| Meeting Frequency | – | Annual | Limited | Unlimited |
| Phone/Email Access | – | Unlimited | Limited | Unlimited |
| Preferred Providers | – | – | – | • |
| Get started with Learn | Get started with Invest | Schedule a free consultation | Schedule a free consultation |
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Investment Advisory and Fee-Based Planning offered through BerganKDV Wealth Management, LLC, doing business as Lifewise, an SEC Registered Investment Advisor.
3800 American Blvd. W., Suite 1000, Minneapolis, MN 55431