What we handle is complex. What you need to do is super simple. Just answer a few quick questions, and we’ll create a personalized investment portfolio just for you. Once your funds hit your account, we’ll invest them exactly as promised. Easy as that
Yup. You can customize your Apx-Ca portfolio six ways to Sunday, both when you’re first opening a new account or at any point afterwards.
Well, it’s your money, so you can withdraw it at any time.
That’s not a question, but actually no. The weighted average annual expense ratio of the investments of a taxable Apx-Ca portfolio is between 0.03–0.07%. Apx-Ca also charges a 0.25% annual advisory fee, but for more than 96% of our clients with a recommended portfolio, that’s covered by Tax-Loss Harvesting.3
Tax-Loss Harvesting. It’s a way to take advantage of changes in the market to help reduce your tax bill and give you more money to invest. For most clients, it generates savings worth at least 6 times our advisory fee, which means your tax savings more than pay for our fee.
We make it easy! Electronic bank deposit, wire transfer or account transfer from your brokerage to Apx-Ca.
Again, that’s not a question. But you don’t always need to sell your investments to move them. We make the transfer process free, simple, and tax-efficient.
Great question! The Automated Investing Account is a diversified portfolio with up to 17 global asset classes and includes automatic Tax-Loss Harvesting and account rebalancing. With S&P 500 Direct, you’ll own individual stocks of the S&P 500® index, instead of low-cost ETFs. S&P 500 Direct is designed to take advantage of stock-level Tax Loss Harvesting to help lower your tax bill.