Investiment Advice & Planning for the the New Investor
Guidance and Service when you need it
Quickest is an all-in-one platform that gives you access to a dedicated advisor team, along with a delightful investment experience utilizing cutting-edge software at a low cost so your investment in the future can grow the way it should.
We are providing easy-to-use technology that keeps you in the know.
SIMPLE STRATEGY WITH A SIMPLE LOW PRICE
Low-Cost ETF Model
There is no minimum to start
Try it completely free for the first $2,500 of assets under management
Fees after the first $2,500 start at 0.50% annually of assets under management
Types of Accounts: Individual, Joint, Trust, IRA, Roth IRA, SEP IRA, Simple IRA, and Custodial for Minors
This low-cost solution is perfect for new investors just starting out or for investors looking for a simple and easy way to automate their investments while having ongoing access to a professional to keep their investment goals on track.
Our Partners
We never take physical possession of your assets. We utilize Altruist to custody all assets. You can be assured that your assets are secure and insured against any fraud.
Not everyone fits into the same box when it comes to investing and wealth planning. Adding access to speak with a professional provides that extra benefit many investors want in addition to a technology-forward investment platform.
This is where the magic happens. Bringing together the essential tools into one easy-to-use platform being able to tailor every portfolio using your client’s unique risk tolerances, time horizon, and goals.