Pay only for what you use with our innovative approach. Never pay for more or receive less.
A selection of more than 60 allocations using ETFs and/or individual stocks.
Unlimited trades and zero commissions. Leveraging the patented window trade platform of Folio Institutional, nobody pays commissions.
Cash Sweep Program and Extended FDIC Insurance. All cash not invested in securities is automatically included in our custodian's Sweep Program.
Don't like it? Don't own it. Choose from individual securities, whole sectors, or social issues to limit your investment allocations to only the companies you feel comfortable investing in.
Automated Tax Strategies, select from 10 different automated tax lot strategies, strategies can be applied on an account or Silo basis.
Choose from a selection of 33 ETF-only, time and volatility based portfolio choices
Choose from a selection of 20 or more ETF and Individual Stock based portfolio choices
Choose from a selection of 20 or more Individual Stock based portfolio choices
Choose from a selection of 3 ETF & stock based delegated account choices
Choose from a selection of 3 Individual Stock based portfolio choices with an infinite amount of customization
Schedule an Investment Advisor Meeting or Administrative Meeting at your leisure and convenience on your custom Client Portal.
Meet with a TrueStar Investment Advisor Representative over the phone or video chat, billed on an à la carte basis in quarter hour increments.
Meet with an administrative expert via phone or video chat to delegate or solve any unusual or extraordinary administrative tasks, billed on an à la carte basis in quarter hour increments.
Follow a news-feed of articles and other informative items that we are following throughout every day
A comprehensive suite of investment related educational documents for all skill levels.
Exclusive TrueStar Client only podcasts featuring investment related news and in-depth educational topics.