Owner Actions Connect Wealth Management

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Commission-free investing

Robinhood’s commission free trading is great for beginners with investment portfolios from $0-10,000.

With Robinhood, you can build your own portfolio using fractional shares of blue-chip companies or purchase a low-cost index fund such as the Vanguard Total Stock Market ETF (Ticker: VTI) or the Vanguard Total Bond Market ETF (Ticker: BND)

Pro tip: We recommend avoiding high-risk trading activities such as crypto currencies and options trading. 

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Investing made better

Best option for investors with $0-500,000 in investable assets. 

Betterment is a full-service advisory offering retirement planning and managed portfolio for a very low fee (0.25% per year). 

Pro tip: We recommend sticking with Betterment’s core strategies and avoid gimmicks like “innovation,” “social responsibility,” and crypto. Generally when investing, you want to avoid what’s hot right now and stick to tried-and-true methods. 

Owner Actions Connect

Connect with an expert team

Best for investors with over $500,000 of investable assets. 

The Owner Actions team will connect you with up to three high-quality advisors who can build a custom plan to help you meet your goals. 

As your wealth grows, your financial and estate planning start to become more complicated. Fortunately, with this tier of wealth, you can access high-quality advisors without having to pay high management fees.

Disclosure: Owner Actions may be compensated for sales made through this posting and elsewhere on our site. Learn more. Owner Actions is in no way affiliated with these providers, and we make no warranties on services they provide, but they are providers who have excellent reviews from other business owners and positive reputations in their field. Use your discretion in researching any professional you hire to support or represent your business.


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