Platform database & search
Every platform we track, with the fields that decide fit: minimums, fees, accreditation, liquidity and hold time.
| Platform | Category | Minimum | Fees | Eligibility | Liquidity | Hold time |
|---|---|---|---|---|---|---|
| 1031 Crowdfunding | Real Estate Crowdfunding | Offering-specific. Selected DST offerings currently use roughly $25,000–$100,000 minimums; no universal platform minimum applies across every DST, REIT, QOF or bridge-fund product. | — | Open | Private-market liquidity. DSTs commonly use multi-year holding periods, often about 5–10 years, and there is no guaranteed secondary market or daily redemption; other products use their own offering-specific exit or redemption terms. | — |
| 3Commas | Trading & Research Platforms | No 3Commas account-funding minimum; trading funds remain at the connected exchange. 3Commas enforces a $5 minimum order size ($10 for Grid bots), subject to the exchange/pair minimum. | — | Open | Non-custodial: funds remain at the connected exchange. 3Commas cannot withdraw funds; asset liquidity and withdrawals are governed by the connected exchange and traded asset. | — |
| Abacus Wealth Partners | Robo-Advisors | No minimum portfolio size. Abacus generally imposes a $5,000 annual minimum fee for financial planning; investment-management-only clients may have a $1,000 annual minimum fee. | — | Open | Marketable securities can generally be sold as needed; Abacus says cash from trades typically becomes available for withdrawal in 1–3 business days. Private or illiquid holdings may take longer. | — |
| Abbey Capital Futures Strategy Fund | Futures Trading | $2,500 initial for Class A and Class C; $1,000,000 for Class I. Class T is not currently available; intermediaries may modify or waive minimums. | — | Open | Shares may be purchased and redeemed on days the NYSE is open. The prospectus lists no redemption fee, although certain Class A or Class C sales charges can apply in specified circumstances. | — |
| Acorns | Robo-Advisors | No account-opening minimum for Acorns Invest. Current practical amount needed to begin investing is $5. | Flat monthly subscription. On or after August 17, 2026: Bronze $4/month, Silver $8/month, Gold $12/month. Customers who signed up on or before August 16, 2026 may retain Bronze $3/month and Silver $6/month; Gold is $12/month. ETF expenses are separate from the subscription. | Open | Managed ETF balances can be sold and withdrawn subject to settlement. | No lock-up on Invest balances. Later IRA withdrawals follow IRS rules. Later Match funds must remain in Later for four years to be fully retained under current match terms. |
| AcreTrader | Farmland & Agriculture Investing | Individual farm offerings commonly show a $15,000 minimum. The Proterra AcreTrader Farmland Fund LP has a $150,000 open-offering minimum. The platform's historical $1,000 minimum is not current. | Fees are offering-specific. Current general risk disclosures identify possible economics including an annual asset-management fee of 0.75% where specified, an acquisition reimbursement or fee of up to 2.5% where specified, and a disposition fee of up to 5% where specified, plus land diligence, legal, accounting, property-level, third-party brokerage and operating costs. Offering documents control. | Accredited only | Private and illiquid. Interests are not listed on a public securities exchange and there is no public secondary market. | Long. Current examples commonly target roughly 5-10+ years, offering-specific, and a target is not a guaranteed exit date. |
| Adage Capital Management | Private Markets & Alternative Investments | $10,000,000 routine minimum investment commitment for Adage Capital Partners, L.P. in the March 2026 Form ADV filing; governing fund documents may permit different accepted amounts. | — | Open | Private-fund liquidity; no current universal redemption, lockup, or transfer schedule is publicly stated in the Form ADV/Form D materials reviewed. Governing fund documents control. | — |
| Advanta IRA | Self-Directed IRAs | Advanta IRA does not publish a universal investment minimum; the account owner selects the underlying alternative asset, and that asset or offering may impose its own minimum. Account fees vary by holdings/value and transactions. | — | Open | Depends on the underlying asset. Publicly traded assets may be liquid, while real estate, private placements, private equity, notes and other alternatives can be illiquid; in-kind distributions may be required when cash is unavailable. | — |
| Alkeon Capital Management | Private Markets & Alternative Investments | Varies by vehicle; a current April 2026 Alkeon Innovation Series Zeta Form D lists a $500,000 minimum. Alkeon does not publish one universal firmwide minimum. | — | Open | Fund-specific. A 2025 institutional holdings disclosure lists Alkeon Growth Partners as quarterly liquidity with 20 days' notice; other Alkeon vehicles may have different terms, so offering documents control. | — |
| Allocate | Private Markets & Alternative Investments | No universal Allocate minimum. Access is adviser- and product-specific, and curated private-market funds, feeder vehicles or SPVs can impose their own subscription thresholds. | — | Open | Private-market liquidity. Fund, feeder and SPV interests can have long holding periods, capital-call or distribution schedules, transfer restrictions and limited or no redemption; daily liquidity is not standard. | — |
| Allworth Financial | Robo-Advisors | No minimum household investment amount for standard investment-management accounts. Allworth's two private funds require $250,000; asset-management accounts are subject to a $2,500 annual minimum fee. | — | Open | Standard managed-account liquidity depends on the holdings; exchange-traded securities and most mutual funds are generally liquid, while interval/private-fund positions may permit redemptions only periodically or after lockups. | — |
| Ally Invest | Online Brokerages | $0 minimum for a standard Ally Invest Self-Directed brokerage account. Robo Portfolios use a separate $100 minimum, and individual securities or products can have their own purchase requirements. | — | Open | Standard brokerage liquidity. Stocks, ETFs and options can generally be sold subject to market conditions and settlement; mutual funds, bonds, CDs and advisory products follow their own trading or redemption rules, and withdrawals depend on settled cash and Apex processing. | — |
| Alpaca | Online Brokerages | No account minimum for individual live brokerage accounts; fractional stock/ETF orders can start at $1. Margin accounts are subject to applicable margin-deposit requirements. | — | Open | Generally liquid for exchange-traded securities subject to market and settlement rules. Fractional shares cannot transfer in kind and are liquid only through Alpaca; ACH deposits are normally unavailable for withdrawal for 5–10 business days. | — |
| alphaAI Capital | Robo-Advisors | Current retail pricing page: $1,000 to start. The firm's 2026 Form CRS states a general $100 minimum and notes some strategies may require more; use $1,000 as the current public retail minimum and preserve the regulatory-document discrepancy in the note. | — | Open | No strategy lock-in; client portfolios primarily hold exchange-traded ETFs/equities. New deposits are subject to a 7-business-day holding period through Alpaca Securities; market, settlement and strategy restrictions still apply. | — |
| Alt | Art & Collectibles | Basic account creation is free and there is no marketplace minimum in the current source registry. Alt Lending has a $25,000 minimum loan. | Fixed-price buyers pay no Alt marketplace transaction fee, though payment-method fees apply. Fixed-price seller fees depend on sale price and Alt Rewards tier: Base 14% ($1-$249), 9% ($250-$7,499), 7% ($7,500-$9,999) and 5% ($10,000+); Silver 12%/8%/6%/5%; Gold 10%/7%/5%/5%; Black 9%/6%/4%/4%. Auction buyers pay a 20% buyer's premium and auction sellers pay no direct fee, receiving hammer price plus a seller bonus. Vault fees: graded-card intake is free above $50 Alt Value and $5 at $50 or less, graded storage is $0, raw-card intake is $5 with $0 storage, and graded or wax pack intake is $25. Payment fees include 3.3% for U.S. credit or debit cards, 4.3% for international credit cards and 3.3% for Apple Pay and Google Pay. Full sold-listing data is an optional $15 per month. Lending carries a 1% origination fee with no prepayment penalty. | Open | Marketplace and auction liquidity depends on collectors and pricing. Alt Value is an estimate rather than a guaranteed offer, and thinly traded cards can sell materially above or below an estimated value. | No fixed holding period. Cards can be listed at fixed price or consigned to auction subject to vault and grading conditions. |
| Altimeter Capital Management | Private Markets & Alternative Investments | No universal firmwide minimum. Altimeter Partners Fund LP's April 2026 Form D lists a $100,000 minimum investment; other Altimeter vehicles use different terms, so the applicable offering documents control. | — | Open | Private-fund liquidity is vehicle-specific. Altimeter does not publish one universal redemption schedule; the applicable private placement memorandum, subscription agreement and governing documents control redemption, transfer and lockup terms. | — |
| Alto | Self-Directed IRAs | No universal Alto investment minimum. Alto's account pricing begins at $0 invested capital, while each Marketplace, integrated-partner or private offering sets its own investment minimum. | — | Open | Depends on the underlying investment. Alto notes private-market investments are generally illiquid and can require 5–10 year holding periods; distributions or exit proceeds return to the IRA when the underlying issuer or fund provides them. | — |
| Alto IRA | Self-Directed IRAs | Account minimums are offering-specific. Marketplace and bring-your-own-deal minimums are set by the issuer and can be substantial. | Account fees are based on Total Invested Capital and billed quarterly: $0 at zero invested capital, $37.50 per quarter from $0.01 to $29,999.99, and $100 per quarter at $30,000 and above, which annualize to $150 and $400. Marketplace processing fee is $0, integrated-partner initial processing fee is $10 and the private-deal processing fee is $75. Issuer and offering expenses remain separate. | Open | Private assets held in an Alto IRA are generally illiquid, with uncertain valuations and no dependable secondary market. | Long. Private securities may be restricted, lack a secondary market and require long holding periods. |
| Altrady | Trading & Research Platforms | No Altrady account-funding minimum because funds are not deposited with Altrady. Trading minimums are set by the connected exchange, trading pair and strategy; some bots require enough exchange balance to satisfy every order-leg minimum. | — | Open | Funds remain at the connected exchange, not at Altrady. Deposits and withdrawals are handled through the exchange, so tradability and withdrawal liquidity depend on the exchange, asset, market conditions and account restrictions. | — |
| Alumni Ventures | Private Markets & Alternative Investments | $10,000 minimum one-time investment for current Alumni Ventures fund offerings; larger commitments are accepted and current fund materials show a typical $50,000 investment. | — | Open | Long-term private venture-fund liquidity. Alumni Ventures says distributions begin as portfolio companies exit; investors should not expect on-demand redemption or public-market liquidity. | — |
| AMG Systematica Managed Futures Strategy Fund | Futures Trading | Class-specific: Class N $2,000 regular / $1,000 IRA; Class I $100,000 regular / $25,000 IRA; Class Z $5,000,000 regular / $50,000 IRA. | — | Open | Daily mutual-fund liquidity on New York Stock Exchange business days; shares may be purchased or sold directly or through an investment professional when the NYSE is open. | — |
| Angeles Wealth Management | Robo-Advisors | Generally $5 million in account assets, which typically produces a $50,000 minimum annual fee; Angeles states minimums and fees may be negotiated and family assets may be aggregated. | — | Open | Depends on portfolio holdings. Exchange-traded securities are generally more liquid; Angeles specifically warns that private placements are less liquid and withdrawals are generally prohibited for those private investments. | — |
| AngelList | Pre-IPO & Private Shares | Offering-specific. The fund or deal lead sets the investor minimum; AngelList says some minimums may be as low as $1,000 and its general LP guideline is $1,000, but individual funds and deals may require more. | — | Accredited only | Illiquid private-market exposure. AngelList states venture funds are inherently illiquid; investors generally rely on portfolio-company exits and fund distributions rather than routine redemption or a public secondary market. | — |
| Annex Wealth Management | Robo-Advisors | No formal firmwide account minimum. Current service tiers target Annex Ignite below $500,000 of investable assets, Comprehensive Wealth at roughly $500,000–$5 million, and Private Client around $5 million+ of investable assets. | — | Open | Portfolio liquidity is holding-specific and incorporated into each client's investment policy. Marketable mutual funds, ETFs and stocks are generally more liquid, while any alternative investments may have holding periods or redemption restrictions. | — |
| Apella Wealth | Robo-Advisors | $500,000 minimum initial account value for investment-management services; Apella may accept smaller accounts at its discretion based on circumstances such as anticipated future assets or related accounts. | — | Open | Generally account-level liquidity based on the underlying marketable securities and fund rules rather than a firmwide lockup. Trades, transfers and withdrawals are processed through the client's custodian; liquidity can vary for any less-liquid underlying investment. | — |
| Appaloosa | Private Markets & Alternative Investments | No public universal minimum. Current Appaloosa filings identify Palomino Master Ltd. and Azteca Partners LLC but do not publish a current managerwide subscription minimum; vehicle documents control. | — | Open | No universal managerwide liquidity schedule is published. Appaloosa's current clients are private pooled vehicles, so redemption, transfer, lockup and gate terms are vehicle-specific and governed by the applicable fund documents. | — |
| AQR Capital Management | Private Markets & Alternative Investments | No universal AQR minimum. AQR's March 2026 Form CRS says retail advisory services are equity separately managed accounts with a typical $1 million minimum; institutional private funds, collective investment trusts and registered funds use separate product/channel terms. | — | Open | Product-specific. Registered mutual funds provide fund-level purchase/redemption mechanics, while separately managed accounts and institutional private vehicles follow their own trading, withdrawal, redemption, lockup and transfer terms; AQR publishes no universal managerwide liquidity schedule. | — |
| AQR Managed Futures Strategy Fund | Futures Trading | Class I (AQMIX): $5 million for individual investors; AQR currently lists no minimum for institutional investors or accounts offered by financial advisers. Other share classes and intermediary requirements can differ. | — | Open | Daily-priced open-end mutual fund. AQR publishes daily NAV and currently lists no Class I redemption fee; purchase and redemption timing remains subject to the prospectus and any intermediary processing rules. | — |
| Ark7 | Real Estate Crowdfunding | Current 2026 offering documents show property-series shares around $20 as a starting-share reference. Actual share price is series-specific. | Current SEC offering documents disclose a sponsor-related sourcing fee no greater than 3% of maximum offering size, with example Series #PJI26 using 3%. Ark7 does not currently use a conventional annual percentage-of-assets fee, but current offering terms allow an Asset Management Fee of up to 15% of Free Cash Flows available for distribution, set at 15% for the cited series. Property-management expenses are referenced at approximately 8% of rental income for long-term rentals and up to approximately 15% for short-term rentals. | Open | Secondary trading is available through the PPEX alternative trading system operated by North Capital Private Securities Corporation (CRD 154559) after the holding period. Liquidity is not guaranteed: there may be no buyer, no particular price, no immediate settlement and no full exit, and private real-estate shares can trade at a discount to the original price or current property-value estimate. | Shares become eligible for secondary trading after a current 12-month holding period. |
| Arrived | Real Estate Crowdfunding | $100 across current Arrived offerings. | AUM charges differ by product. Individual single-family property: 0.15% of asset purchase price quarterly (0.60% annualized reference). Single Family Residential Fund: 0.25% of net assets quarterly (1.00% annualized). Real Estate Income Fund: 0.30% of net assets quarterly (1.20% annualized). Vacation rentals: variable based on rental income, with a historical average reference of approximately 0.10% of initial investment per quarter. Property management is generally paid at the property level: 8% of gross rental income for single-family properties and typically 15%-20% for vacation rentals. Secondary-market transactions may pay the executing broker up to 2.5% on the buy side and up to 2.5% on the sell side. | Open | Not daily and not guaranteed. Eligible individual-property shares can trade in approximately one one-week window per month through limit orders and matching, with no guaranteed sale. Fund-style products are not traded on the individual-property secondary market and instead use redemption programs; the Income Fund has intended quarterly and annual limits of approximately 5% and 20% of NAV. | Individual-property shares become eligible for the secondary market after a 6-month minimum holding period. Real Estate Income Fund redemptions are eligible after six months, processed quarterly, with a 1% early-redemption cost for applicable periods from six months through three years and no stated redemption cost after three years under current terms. |
| Arrowstreet Capital | Private Markets & Alternative Investments | No universal minimum. Arrowstreet disclosures reference strategy-specific typical thresholds—about $250 million for long-only separate accounts, $2 billion for alpha-extension/long-short separate accounts, $10 million for sponsored funds and $5 million for selected feeders—with waiver and vehicle-specific terms possible. | — | Open | No universal Arrowstreet liquidity schedule. Separate accounts, trust funds and private pooled vehicles use product-specific withdrawal or redemption terms; these structures are not one publicly traded, daily-liquid product. | — |
| Aspect Capital | Futures Trading | No universal Aspect minimum. The current Aspect Diversified Fund Class A USD reference is $100,000; other programs, share classes, managed accounts or private vehicles may use different thresholds. | — | Open | Vehicle-specific. Aspect's current AIFMD disclosure reports 0% of Aspect Diversified Fund assets subject to special arrangements arising from illiquidity as of August 31, 2026, but that does not establish one universal redemption schedule for every Aspect structure. | — |
| Aspiriant | Robo-Advisors | No absolute account minimum. Aspiriant says it typically provides investment management to clients with portfolios of $1.5 million or more; its standard high-net-worth schedule has a $14,000 minimum annual fee, and smaller relationships may be accepted. | — | Open | Portfolio-specific. Public-market holdings follow their market and fund liquidity, while Aspiriant says private investments are generally long-term, often structured for 10–15 years with little or no investor redemption and typically nontransferable without general-partner consent. | — |
| Atreides Management | Private Markets & Alternative Investments | No public universal minimum. Atreides manages privately offered pooled investment vehicles for accredited investors and qualified purchasers; minimums, commitments and subscription terms are vehicle-specific and governed by the applicable offering documents. | — | Open | No public universal redemption schedule. Atreides fund liquidity, transfer rights, lockups and withdrawal terms are vehicle-specific and governed by the applicable private placement memorandum and fund documents; there is no public self-service daily-liquidity route. | — |
| Autopilot | Robo-Advisors | $500 minimum advisory account size and $500 minimum investment per selected Portfolio. | — | Open | Assets remain in the customer's linked brokerage rather than in an Autopilot pooled fund. Autopilot provides a withdraw function, but practical liquidity depends on selling the underlying ETFs or stocks, broker execution and settlement, and the connected broker's rules. | — |
| Axos Self-Directed Trading | Online Brokerages | No minimum amount is required to open or maintain a standard Self-Directed Trading account; a Self-Directed Trading IRA currently requires $50 to open. | — | Open | Marketable securities can be sold through the brokerage, but Axos says cash withdrawals can be made only from Cash & Cash Investments; invested assets must first be liquidated, and trade settlement and transfer rules still apply. | — |
| BakerAvenue | Robo-Advisors | $1 million general investment minimum, negotiable. BakerAvenue's current disclosures also state a $9,500 annual minimum fee for relationships below $1 million. | — | Open | Holding-specific. Publicly traded securities and funds generally follow market or fund liquidity, while private equity, real estate and other alternative investments can have product-specific holding periods, lockups, redemption limits and exit timing; BakerAvenue does not promise daily liquidity across the entire portfolio. | — |
| Ballentine Partners | Robo-Advisors | Ballentine's current public wealth-advisory positioning begins around $4 million in liquid/investment assets for high-net-worth families. Treat $4 million as a service-positioning reference rather than an absolute hard minimum; client agreements and minimum annual fees can differ. | — | Open | Portfolio-specific. Public securities follow their market or fund liquidity, while private funds and other illiquid investments can use delayed valuations and product-specific transfer, redemption or exit terms. Ballentine does not offer one universal daily-liquidity schedule across client portfolios. | — |
| Balyasny Asset Management | Private Markets & Alternative Investments | No universal Balyasny minimum. Current regulatory vehicle references include roughly $5 million for several Atlas master funds and much higher portable-alpha references, while a $0 ADV entry for another master fund does not establish public retail access; actual subscription terms are vehicle-specific. | — | Open | No universal managerwide liquidity schedule is publicly stated. Balyasny's private pooled vehicles use vehicle-specific redemption, notice, lockup, gate and transfer terms governed by the applicable fund documents; there is no public self-service daily-liquidity route. | — |
| Bartlett Wealth Management | Robo-Advisors | Bartlett seeks a $2 million minimum relationship size for Wealth Management accounts but can accept smaller relationships at its discretion. Its $10 million Institutional Fixed Income minimum is a separate service threshold and should not be substituted for the wealth-management minimum. | — | Open | Portfolio-specific. Public securities and funds follow their applicable market or fund liquidity, while Bartlett states that private funds are for sophisticated investors who do not require immediate liquidity and can involve long holding periods and product-specific exit restrictions. | — |
| BBAE | Online Brokerages | No universal minimum is established for BBAE's self-directed brokerage account. The MyAdvisor managed program requires a $2,000 minimum for individual taxable advisory accounts, while BBAE's $5 fractional-share reference is an order-size reference rather than an account minimum. | — | Open | Brokerage liquidity depends on the underlying security, market conditions and settlement. Redbridge executes or routes securities transactions and Apex holds and processes client cash and securities; MyAdvisor withdrawals can reduce an advisory account below its $2,000 minimum, in which case BBAE reserves the right to close the advisory account. | — |
| Beach Point Capital Management | Private Markets & Alternative Investments | No universal Beach Point minimum. A current private-fund regulatory reference for Beach Point SCF TPSF LP shows a $1 million vehicle minimum, but that amount is vehicle-specific and must not be presented as a managerwide subscription threshold. | — | Open | Strategy- and vehicle-specific. Beach Point explicitly offers strategies with varying investment horizons and liquidity terms and invests in both liquid and illiquid instruments; private and commingled vehicles can therefore have materially different redemption, holding-period and transfer terms. | — |
| Beacon Pointe Advisors | Robo-Advisors | Beacon Pointe generally requires a $1 million account size for private-client wealth management, but it can reduce or waive the minimum and can combine family accounts to meet it. | — | Open | Portfolio-specific. Public securities follow market or fund liquidity, while Beacon Pointe disclosures describe private funds as illiquid and interval funds as subject to periodic repurchase mechanics rather than guaranteed daily liquidity. Underlying product terms control. | — |
| Betterment | Platform Reviews | $0 to open automated investing; $100,000 in eligible household investments for Premium; $10 minimum deposit for Cash Reserve. | Digital: $5/month below $24,000 in eligible household investing balances unless recurring deposits/transfers total at least $200/month; 0.25% annually once qualifying. Premium: 0.65% annually on the first $1 million ($100,000 minimum). High-balance tiers apply 0.15% ($1M–$2M) and 0.10% (over $2M) to applicable dollars in tier. Self-directed investing: $0 commission and $0 management fee. Outbound account transfer: $75 per investing account. | Open | Publicly traded ETFs and stocks; standard market liquidity and settlement. Cash Reserve and Checking are day-to-day liquid. | Oriented toward long-term, goal-based holding periods rather than short-term trading. |
| Bitcoin IRA | Self-Directed IRAs | $1,000 current starting account minimum, with a separate $10 trade minimum. Crypto Bundles use a separate $1,000 minimum, and product-specific requirements can differ. | — | Open | Supported cryptocurrencies can generally be traded through the platform, but cash access and transfers remain subject to IRA and Digital Trust procedures, settlement and distribution rules; crypto-market liquidity does not make retirement-account withdrawals instantaneous. | — |
| BitIRA | Self-Directed IRAs | $10,000 current initial-deposit reference. Individual crypto transactions and custodial/account mechanics can have separate operational requirements. | — | Open | Supported digital assets can be traded through BitIRA's institutional trading relationships, but liquidity depends on crypto markets and the IRA/custodian workflow; transfers, cash withdrawals and distributions remain subject to retirement-account and Equity Trust procedures. | — |
| Bitsgap | Trading & Research Platforms | No universal Bitsgap investment minimum. The minimum required to launch a bot is calculated from the selected exchange's minimum order rules, trading pair, grid/order count and bot settings; for example, a higher grid count can require materially more capital. | — | Open | Bitsgap does not custody customer trading assets; funds remain at the connected exchange. Practical liquidity therefore depends on the exchange, trading pair, open orders or positions, market liquidity and the exchange's withdrawal/settlement rules. Bitsgap rejects API keys that have withdrawal permission enabled. | — |
| BlueCrest Capital Management | Private Markets & Alternative Investments | No current outside-investor minimum applies because BlueCrest states that it does not currently offer shares or interests in BlueCrest-managed funds or accounts to outside or third-party investors. Historical external-fund minimums should not be presented as current. | — | Open | There is no current outside-investor redemption or withdrawal schedule to publish because BlueCrest does not currently offer interests in its managed funds or accounts to outside investors. Historical external-fund liquidity terms are not current investable terms. | — |
| Brevan Howard | Private Markets & Alternative Investments | No universal Brevan Howard minimum. Regulatory vehicle references include approximately $10 million for Alpha Strategies Master and Brevan Howard Master Fund, $5 million for BH MB Macro Master and $100,000 for a BH Digital Asset Master vehicle; these references are vehicle-specific and the underlying reporting period must remain attached. | — | Open | No universal managerwide liquidity schedule is publicly stated. Private macro and digital-asset vehicles use fund-specific redemption, notice, lockup, gate and transfer terms, while market liquidity inside a strategy can also vary by instrument; governing fund documents control. | — |
| Bridgewater Associates | Private Markets & Alternative Investments | No universal Bridgewater minimum. Current regulatory vehicle references span from about $100,000 for one U.S. inflation-linked bond vehicle to $10 million for Pure Alpha/All Weather trading vehicles and $250 million for an Optimal Portfolio vehicle; actual eligibility and subscription terms are vehicle-specific. | — | Open | No universal Bridgewater liquidity schedule is publicly available. Private funds and institutional mandates use vehicle- or account-specific redemption, notice, transfer and liquidity terms; investors should not infer daily liquidity across Pure Alpha, All Weather or other Bridgewater strategies. | — |
| Brigade Capital Management | Private Markets & Alternative Investments | No public universal minimum. Brigade offers credit strategies through commingled funds and separately managed accounts, and current regulatory disclosures show vehicle-specific minimums that vary by fund; the applicable offering or account documents control. | — | Open | Vehicle-specific. Brigade spans the liquidity spectrum from liquid credit to private credit; redemption, withdrawal, lockup and transfer terms depend on the commingled fund or separately managed account rather than one managerwide schedule. | — |
| Brighton Jones | Robo-Advisors | Brighton Jones' Personal CFO relationship has a $10,000 minimum annual fee; higher minimums can apply and fees are negotiable. The $10,000 figure is a fee floor, not a universal asset-minimum requirement. | — | Open | Portfolio-specific. Public securities and funds follow their market or fund liquidity, while private investments can have limited redemption, long holding periods or other transfer restrictions; Brighton Jones does not provide daily liquidity across every holding. | — |
| BullionVault | Private Markets & Alternative Investments | No minimum deposit is required. BullionVault permits deposits in any amount and its trading system uses a 0.001 kg minimum trade quantity, but it recommends avoiding overall investments below $2,000 because minimum monthly storage charges can make small balances inefficient. | — | Open | Bullion can be offered for sale on the live order board 24/7, but execution price and buyer demand are not guaranteed. After a sale, cash can be withdrawn to the linked bank account under BullionVault's settlement and withdrawal rules; physical-metal withdrawal is a separate, fee-bearing process. | — |
| Cadian Capital Management | Private Markets & Alternative Investments | No public universal minimum. Cadian's current access is through private offerings for qualified investors using offering memoranda and subscription documents; minimum subscriptions are vehicle-specific and controlled by those documents. | — | Open | No public universal redemption schedule. Cadian's private-fund lockups, redemption windows, gates and transfer rights are vehicle-specific and governed by the applicable offering memorandum and subscription documents. | — |
| Cadre | Real Estate Crowdfunding | No current universal Cadre minimum for new investors. Cadre's 2026 new-investor path routes through Willow Wealth, while existing Cadre investments remain governed by their individual fund and deal documents; historical Cadre minimums should not be treated as a current platformwide threshold. | — | Accredited only | Private placements are not publicly traded and can require multi-year holding periods. Any secondary-market or transfer mechanism is limited and buyer-dependent, so Cadre does not provide guaranteed or daily liquidity. | — |
| CAIS | Private Markets & Alternative Investments | No universal CAIS minimum. CAIS's Form CRS says most products available on the Portal have $100,000 minimum investment requirements, but actual minimums are product-specific and the applicable offering documents control. | — | Open | Product-specific. Private funds, interval funds, non-traded REITs, BDCs and structured notes have different redemption, maturity and secondary-market terms; CAIS does not provide universal daily or guaranteed liquidity, even where secondary-market functionality is available. | — |
| CalTier | Real Estate Crowdfunding | Product-specific, not universal. Current references include $500 for CalTier Fund I, whose new investments are paused; $189 for CalTier Inc. Regulation A shares; and $5,000 for accredited-only CalTier REIT I. | — | Open | No daily or guaranteed liquidity. Redemption-request mechanics are product-specific, and a paused or private offering can limit practical exit; Regulation A qualification does not create public-market trading. | — |
| Campbell & Company | Futures Trading | No universal Campbell minimum. Current public program materials use strategy/presentation-specific institutional references, including approximately $25 million for a representative Campbell Managed Futures account and $50 million for the composite; actual fund, SMA and other vehicle requirements can differ. | — | Open | Vehicle-specific. Campbell trades futures, FX and other generally liquid instruments, but investor redemption, withdrawal and transfer rights depend on the onshore fund, offshore fund, SMA or other structure; underlying market liquidity does not create one universal investor-liquidity schedule. | — |
| Canyon Partners | Private Markets & Alternative Investments | No public universal minimum. Canyon operates multiple credit, real-estate and related alternative-investment strategies through distinct vehicles and mandates; subscription or account minimums are strategy- and vehicle-specific. | — | Open | Strategy- and vehicle-specific. Canyon includes liquid-credit strategies as well as dislocated, private-lending, structured-credit and real-estate exposures that can be materially less liquid; each fund or mandate controls redemption, withdrawal and transfer terms. | — |
| Capital Fund Management | Private Markets & Alternative Investments | No public universal minimum. Capital Fund Management serves institutional and wealth-management investors through multiple systematic programs and fund structures; minimum subscriptions or mandates are product-, share-class- and channel-specific. | — | Open | Vehicle-specific. Many CFM strategies trade liquid futures, forwards, credit indices and other global instruments, but investor dealing/redemption terms depend on the relevant private or UCITS vehicle and share class; CFM publishes no managerwide liquidity schedule. | — |
| Capitalise.ai | Trading & Research Platforms | Capitalise.ai does not require a deposit to Capitalise.ai and currently charges no platform subscription fee. Live trading still requires a supported broker or exchange account, so funding, order-size and margin minimums are set by that execution partner rather than by Capitalise.ai. | — | Open | Capitalise.ai does not custody customer funds or securities. Liquidity, trade settlement and withdrawals remain governed by the connected broker or exchange and the instruments traded; Capitalise.ai supplies strategy automation and execution instructions. | — |
| CAPTRUST | Robo-Advisors | No general firmwide account-size minimum. CAPTRUST's March 2026 Form CRS says it does not require a general minimum account size, although particular services, advisers or relationships can use minimum annual fees or other negotiated requirements. | — | Open | Portfolio-specific. Public securities and registered funds follow their market or fund liquidity, while private funds and alternative investments can impose lockups, redemption limits and transfer restrictions; CAPTRUST does not promise daily liquidity for every holding. | — |
| Capula Investment Management | Private Markets & Alternative Investments | No public universal minimum. A $5 million minimum is documented for the Capula Global Relative Value Master vehicle, but that figure is vehicle-specific and must not be applied to every Capula fund or mandate. | — | Open | No universal Capula liquidity schedule. Strategies can trade liquid fixed-income and derivative markets, but investor redemption, lockup, gate and transfer terms are determined by the applicable private fund or mandate. | — |
| Carry | Self-Directed IRAs | No single platformwide investment minimum is published. Carry charges annual membership fees—currently $299 for Core and $499 for Pro—while funding and minimum investment amounts depend on the account and underlying security, fund, crypto transaction or self-directed alternative opportunity. | — | Open | Asset-specific. Public stocks, ETFs and supported mutual funds follow brokerage trading and settlement rules, while private real estate, startups and other self-directed alternatives can be illiquid and require review/processing; Carry states alternative-investment funding can take days or weeks and does not guarantee deadline completion. | — |
| Carson Wealth | Robo-Advisors | No universal Carson Wealth account minimum. Current disclosures show model-specific minimums ranging approximately from $5,000 to $250,000, with requirements varying by adviser, strategy and service. | — | Open | Portfolio-specific. Public securities and registered funds generally follow market or fund liquidity, while alternative investments can impose holding periods, redemption limits or transfer restrictions; Carson does not provide one liquidity schedule for every portfolio. | — |
| Cash App Investing | Online Brokerages | $1 minimum stock or ETF purchase through Cash App Investing; this is a transaction-size minimum, not a required account-opening balance. | — | Open | Stocks and ETFs can be sold through the brokerage during supported market execution. Cash App says sale proceeds can take up to one business day to reach the Cash balance, and availability remains subject to trade settlement, carrying-broker rules and any fractional-share limitations. | — |
| Caspian Capital | Private Markets & Alternative Investments | No public universal minimum. Caspian manages private pooled credit vehicles and separately managed accounts; subscription and mandate minimums are vehicle- or client-specific and governed by the applicable fund or account documents. | — | Open | No universal liquidity schedule. Private credit, stressed and distressed positions can be illiquid, and fund redemption, lockup, gate, transfer or SMA withdrawal terms are controlled by the applicable vehicle or account agreement. | — |
| Catalyst/Millburn Hedge Strategy Fund | Futures Trading | $2,500 minimum initial investment across the currently listed Class I, A, C and C-1 shares; current fund materials also reference a $50 minimum subsequent investment. | — | Open | Daily-priced open-end mutual fund. Shares are redeemable under the fund's prospectus and intermediary procedures, so investor liquidity is fund-level rather than the lockup model of a private hedge fund; settlement and any applicable redemption restrictions still follow governing documents. | — |
| Caxton Associates | Private Markets & Alternative Investments | No public universal Caxton minimum. Current 2026 Form D references for Caxton Macro (USA) LLC and Caxton Cadence (USA) LLC each show a $10 million minimum investment accepted from outside investors, but those figures remain vehicle-specific. | — | Open | No universal managerwide liquidity schedule. Caxton trades across liquid asset classes, but redemption windows, lockups, gates and transfer rights are determined by each private fund's governing documents; liquid underlying markets do not equal daily investor liquidity. | — |
| CenterPoint Securities | Online Brokerages | No universal current account-opening minimum is published. CenterPoint's Edge Base tier uses a $30,000+ equity reference, but that is a platform/service-tier reference rather than a universal opening requirement. | — | Open | Marketable stocks and options are traded through the brokerage subject to market execution and settlement. Cash withdrawals are available by wire request under CenterPoint/Clear Street procedures; trading liquidity, short-locate availability and withdrawal timing are not guaranteed. | — |
| Cerity Partners | Robo-Advisors | Cerity Partners generally requires a $2 million minimum portfolio size and a $20,000 minimum annual investment-advisory fee; both can be waived. The separate $25 million+ family-office reference is not the general wealth-management minimum. | — | Open | Portfolio-specific. Public-market holdings follow market or fund liquidity, while Cerity's private-market and SPV offerings can be illiquid or have very limited liquidity and differing subscription/transfer terms; daily liquidity is not universal. | — |
| Charles Schwab | Platform Reviews | Schwab states that its standard brokerage account has no opening minimum. | $0 online commissions for listed U.S. stocks and ETFs; options carry a $0.65 per-contract fee. Broker-assisted, mutual-fund, fixed-income and other service charges can apply. | Open | Public securities generally trade in their normal markets; liquidity depends on the security. | Market-dependent; public securities generally liquid during market hours. |
| Chesapeake Capital | Futures Trading | No universal firmwide minimum. Current Chesapeake disclosures list preferred minimums of $5 million for Diversified and $10 million for Multi-Asset Trend and Pure Trend; program and negotiated account terms control. | — | Open | Account- and program-specific. Managed-account assets remain at the client's FCM, but cash availability depends on open positions, margin, settlement and FCM rules; pooled vehicles use their own redemption terms. Chesapeake publishes no universal managerwide liquidity schedule. | — |
| ChoiceTrade | Online Brokerages | $100 current cash-account minimum; margin accounts and specific products can have separate regulatory or house requirements. | — | Open | Brokerage liquidity depends on the security and account. Marketable securities can generally be sold subject to market hours, available liquidity and execution, while withdrawals require settled and available cash and remain subject to the applicable clearing firm's and account's rules. | — |
| Choreo | Robo-Advisors | No hard $1 million minimum. Choreo requests that new investment-advisory clients have at least $1 million of investable assets but states that it does not require that amount; its ordinary annual minimum fee is $8,000 and may be waived or reduced. | — | Open | Portfolio-specific. Public securities and SMA holdings follow market, fund and custodian liquidity, while private investment vehicles can provide limited or no liquidity and use product-specific redemption and transfer terms. | — |
| Cinctive Capital Management | Private Markets & Alternative Investments | No public universal minimum. Cinctive is a private institutional multi-manager platform; minimum subscriptions or commitments are vehicle-specific and governed by the applicable offering documents. | — | Open | No public universal redemption schedule. Lockups, gates, redemption notice periods and transfer terms are private-vehicle-specific and governed by the applicable offering documents. | — |
| Citadel | Private Markets & Alternative Investments | No public universal minimum. Current private-fund references include $10 million minimums for several Citadel vehicles, but terms vary by vehicle; regulatory entries showing $0 for certain internal or master-fund structures do not imply public retail access. | — | Open | Vehicle-specific. Citadel publishes no universal managerwide redemption schedule; lockups, gates, notice periods, redemption rights and transfer restrictions depend on each private fund's governing documents. | — |
| Citi Self Invest | Online Brokerages | $0 account-opening minimum for Citi Self Invest; individual securities, mutual funds or other products can have their own transaction or investment minimums. | — | Open | Liquidity depends on the holding. Exchange-traded securities are subject to market hours, execution and settlement; fixed-income securities can be less liquid. Cash withdrawals require settled and available funds and remain subject to account and transfer rules. | — |
| Climatize | Private Markets & Alternative Investments | $10 current starting investment reference; each Regulation Crowdfunding offering can set its own terms and maximum investment constraints. | — | Open | Private Reg CF securities are not daily-liquid exchange-traded investments. Transfer restrictions can apply, and maturity, repayment, transfer and any early-exit terms are issuer- and offering-specific; Climatize does not guarantee a secondary market. | — |
| CNote | Private Markets & Alternative Investments | Flagship is marketed with no practical minimum and uses $1 note units; that does not apply universally to every CNote product. The accredited-only Wisdom Fund, for example, uses a separate $100,000 minimum. | — | Open | Flagship is a 30-month note with a quarterly liquidity-request feature, not guaranteed quarterly liquidity. Requests remain subject to governing terms and limits; the private note is not exchange traded. | — |
| Coatue Management | Private Markets & Alternative Investments | No universal Coatue minimum. Current private-fund references include $5 million for Coatue Offshore Master and Coatue Long Only Offshore Master; the separate Coatue Innovative Strategies Fund (CTEK) has its own $50,000 Class S/D and $1 million Class I minimums, which are not managerwide Coatue terms. | — | Open | Vehicle-specific. Private Coatue funds use their own redemption, lockup and transfer terms, while CTEK uses periodic tender-offer mechanics rather than daily redemption. There is no universal Coatue managerwide liquidity schedule. | — |
| Cobra Trading | Online Brokerages | Current Cobra marketing references a $27,000 opening minimum, but that is a broker house reference rather than a universal regulatory minimum; account type, current house requirements and applicable margin rules control. | — | Open | Brokerage liquidity depends on the security and account. Stocks and options are subject to market liquidity, execution and settlement, while margin, short positions and locate requirements can constrain available cash; withdrawals remain subject to the applicable clearing relationship and account rules. | — |
| Coinbase | Platform Reviews | No account minimum; $1 minimum for eligible fractional stock orders and $1 minimum USDC balance for USDC Rewards | Simple crypto trades carry a variable Coinbase fee plus a spread disclosed in the trade preview; Coinbase Advanced uses maker/taker pricing on trailing 30-day volume; $0 commission on eligible self-directed U.S. stock and ETF trades | Open | Spot crypto and listed securities are liquid during applicable market hours; staked assets require an unstaking period unless the variable instant-unstake fee is paid | No required hold period; derivatives and prediction-market contracts have contract-specific lifecycles |
| Coinrule | Trading & Research Platforms | No Coinrule platform funding minimum. Coinrule is non-custodial software and does not hold the user's investment capital; the connected broker or exchange and selected strategy determine account-balance, order-size and venue minimums. Subscription pricing is separate. | — | Open | Assets remain at the connected broker or exchange. Practical liquidity depends on the underlying market, venue execution, settlement or blockchain conditions, and the connected venue's withdrawal rules; Coinrule itself does not provide or guarantee liquidity. | — |
| Coldstream Wealth Management | Robo-Advisors | No universal current hard asset minimum. Coldstream's current disclosure uses a $10,000 annual minimum management fee for Private Wealth and $150,000 for Family Office, both subject to waiver; a stale $2 million relationship figure should not be treated as a current hard minimum. | — | Open | Portfolio-specific. Public securities and funds follow market or fund liquidity, while private equity, venture, hedge-fund and other private-asset exposures use product-specific lockups, redemption restrictions and exit timing. | — |
| Collective2 | Trading & Research Platforms | No universal Collective2 investor minimum. AutoTrade capital requirements depend on the selected strategy and connected broker, while ScoutAlpha and other managed programs can impose separate account or program requirements; the $2,000 strategy-provider criterion is not a follower minimum. | — | Open | Customer assets remain at the connected broker. Practical liquidity therefore depends on the broker, traded instruments, open positions, margin, settlement and withdrawal rules; Collective2's AutoTrade layer does not create a separate redemption schedule. | — |
| Composer | Trading & Research Platforms | $50 current minimum deposit, with a separate roughly $2,500 recommended funding reference for practical strategy deployment. The recommendation is not the account-opening minimum. | — | Open | Standard brokerage liquidity for supported stocks, ETFs and eligible options, subject to market conditions, Composer's trading windows, clearing arrangement and settlement; automation does not guarantee execution at a displayed backtest or signal price. | — |
| Composition Wealth | Robo-Advisors | $500,000 general minimum relationship size, subject to waiver or reduction under the adviser's discretion. | — | Open | Holding-specific. Public securities and funds generally follow market or fund liquidity, while private funds, hedge funds and structured notes can have product-specific holding periods, redemption limits, transfer restrictions or exit timing. | — |
| Compound Planning | Robo-Advisors | No single universal minimum is supportable from current public materials. Compound's March 2026 Form CRS states a $25,000 general minimum that is flexible and negotiable, while its live FAQ states a $0 minimum; implementation minimums also include $5,000 for the Managed Foundation Portfolio and $250,000 for Custom Indexing. | — | Open | Holding-specific. Marketable securities and custodial cash follow market and settlement rules, while private REIT, private-credit and other alternative investments can have limited, periodic or product-specific liquidity. | — |
| Concreit | Real Estate Crowdfunding | No current verified universal minimum. Older Concreit materials referenced a $1 minimum, but the current 2026 public source package does not clearly establish one live universal entry minimum; current app and offering terms control. | — | Open | Concreit offers a redemption program rather than guaranteed on-demand liquidity. Current terms provide periodic redemption mechanics subject to limits, pricing rules and available capacity; Fund I shares are not exchange-traded. | — |
| Corient | Robo-Advisors | No strict universal client account minimum. Current disclosures show strategy-specific minimums ranging from $250,000 to $5 million, so the applicable strategy and client agreement determine the relevant threshold. | — | Open | Portfolio- and product-specific. Public securities and funds follow market or fund liquidity, while private funds and alternative investments use vehicle-specific lockups, redemption windows and transfer restrictions; Corient publishes no universal liquidity schedule. | — |
| Cornix | Trading & Research Platforms | No Cornix investment or account-funding minimum. Cornix is non-custodial trading software; the connected exchange, selected strategy and order-size rules determine the capital or trade minimums. Cornix subscription pricing is separate and current first-party pricing contains plan-level conflicts. | — | Open | Customer assets remain at the connected exchange. Practical liquidity depends on the traded market, exchange execution and withdrawal rules, open leveraged positions and margin requirements; Cornix does not provide or guarantee liquidity. | — |
| Corvex Management | Private Markets & Alternative Investments | No public universal minimum. Corvex manages private pooled funds and separately managed accounts; minimum subscriptions, commitments or relationship sizes are vehicle- or mandate-specific and governed by the applicable documents. | — | Open | No public universal liquidity schedule. Private-fund lockups, gates, redemption rights and transfer terms are vehicle-specific, while SMA liquidity depends on the underlying securities and mandate. | — |
| Crabel Capital Management | Futures Trading | No universal Crabel minimum. Current IASG pages show $1 million minimum references for Multi-Product 1x, Gemini 1x and Advanced Trend 1x, while dated March 2026 sources show materially higher $10 million to $50 million-plus references for applicable programs; the program, vehicle and current agreement control. | — | Open | Program- and structure-specific. Futures and FX positions can trade in liquid markets, but cash availability in managed accounts depends on open positions, margin and account rules, while commingled vehicles can impose separate redemption terms; Crabel publishes no universal liquidity schedule. | — |
| Creative Planning | Robo-Advisors | $200,000 general domestic new-client minimum for the core wealth-management relationship, subject to waiver or variation; separate service lines and international relationships can use different thresholds. | — | Open | Holding-specific. Public securities and funds generally follow market or fund liquidity, while private equity, private credit, real estate, infrastructure and other private funds can have product-specific holding periods, redemption restrictions and exit timing. | — |
| Cresset | Robo-Advisors | $0 general asset minimum. Certain relationships can be subject to a minimum annual fee equal to the lesser of $25,000 or 2.00% of managed assets; that fee floor is not a universal asset threshold. | — | Open | Portfolio-specific. Publicly traded securities and funds generally follow market or fund liquidity, while private funds and affiliated investments can impose lockups, transfer restrictions, capital-call timing, or other limits; Cresset publishes no universal daily-liquidity promise across all holdings. | — |
| Crowd Street | Private Markets & Alternative Investments | Minimums generally start around $25,000 and vary by offering. | Crowd Street generally does not charge Marketplace investors an account-opening or platform-access commission for participating in an offering. Crowd Street Capital can receive fees from sponsors or issuers; current Form CRS disclosure indicates sponsor-facing placement/due-diligence economics can fall in approximately the 1%-5% range of an offering. Underlying investments can separately charge management, acquisition, disposition and asset-management fees, fund expenses, servicing costs, carried interest and promotes. | Accredited only | Private investments are generally illiquid. Private funds can offer periodic redemption or repurchase programs, but availability is vehicle-specific and can be restricted or suspended. There is no dependable secondary market. | Long. Direct deals may remain locked until sale, refinancing, recapitalization, maturity or a sponsor-controlled exit. |
| Crypto.com | Crypto Exchanges & Platforms | Stocks: $0 minimum deposit, with fractional investing referenced from $1. Crypto minimums depend on the asset and transaction. | Crypto.com App crypto pricing is quote-based: a July 20, 2026 help article states an administrative fee may apply when buying, selling or otherwise transacting, depending on market conditions, promotions, volatility, liquidity and transaction circumstances, with the applicable fee shown in the trade preview; spread and other fees can also apply. There is no universal fixed App trading fee. Advanced/Exchange spot pricing (schedule updated July 9, 2026) starts at Level 1 (30-day volume under $10,000) at 0.250% maker / 0.500% taker without a qualifying CRO balance, moving to 0.200%/0.400% at $10,000+, 0.150%/0.250% at $50,000+, 0.100%/0.200% at $250,000+ and 0.080%/0.180% at $500,000+. With the published 50,000 CRO qualifying balance, the current schedule shows Level 1 at 0% maker / 0.4400% taker. A 0.5% forced-liquidation fee applies to applicable leveraged/liquidation activity and is not part of ordinary spot purchase cost. Stock and ETF trades are $0 commission. | Open | Spot crypto trading through the App and Advanced/Exchange. Staking is subject to protocol activation and unbonding periods that can affect liquidity. | No stated holding period for spot crypto or securities; staking positions can be subject to protocol unbonding periods. |
| Cryptohopper | Trading & Research Platforms | No specific Cryptohopper trading-capital minimum. The connected exchange sets minimum trade sizes, and the selected bot or strategy can require additional usable balance; automated trading also requires a paid Cryptohopper subscription after the trial. | — | Open | Customer funds remain at the connected crypto exchange. Liquidity therefore depends on the exchange, asset, open positions, spreads, execution, settlement or transfer rules, and any bot configuration rather than on a Cryptohopper redemption process. | — |
| cTrader | Trading & Research Platforms | No universal cTrader account or deposit minimum. cTrader is trading software, so the connected broker sets account-opening, deposit, margin, and instrument minimums; cTrader Store product prices are separate from trading-capital requirements. | — | Open | cTrader does not set a universal withdrawal or cash-liquidity schedule. Cash access and position liquidity depend on the connected broker, instrument, market hours, spreads, margin, settlement, and broker withdrawal rules. | — |
| Cult Wine Investment | Art & Collectibles | $35,000 current U.S. minimum managed investment. The tiered annual management fee declines from 2.75% to 2.00% at larger portfolio tiers, but those fee breakpoints are not separate investment minimums. | — | Open | Private physical-asset liquidity. Cult Wines can facilitate sales through wine-market channels, but there is no public exchange, guaranteed buyer or guaranteed sale timing; realized exit depends on bids, vintage, provenance, demand and market spreads. | — |
| Curi Capital | Robo-Advisors | No universal current wealth-relationship asset minimum. Standard Wealth Management generally has a $10,000 annual minimum fee that can be waived for some clients; a $1 million legacy/small-institution reference and the separate Wealth Builder fee floor must not be treated as universal entry thresholds. | — | Open | Holding-specific. Public securities and funds generally follow market or fund liquidity, while private funds can provide limited or no liquidity and may add manager, performance, or other fund-level fees; no universal daily-liquidity schedule applies across Curi portfolios. | — |
| D. E. Shaw Group | Private Markets & Alternative Investments | No universal D. E. Shaw minimum. Current disclosures include $1 million minimum references for certain Composite, Oculus, and Valence portfolio vehicles, but those are vehicle-specific and must not be presented as firmwide new-investor access terms. | — | Open | Vehicle-specific. Hedge funds, private investments, active-equity products, and multi-asset portfolios can use different redemption, lockup, transfer, and withdrawal terms; D. E. Shaw publishes no universal managerwide liquidity schedule. | — |
| D1 Capital Partners | Private Markets & Alternative Investments | No universal D1 minimum. A current D1 Capital Partners Master vehicle reference is $2 million, but that figure is vehicle-specific and does not establish a managerwide minimum for hedge-fund, private-equity, or co-investment structures. | — | Open | Vehicle- and asset-specific. Public-equity positions may be marketable, while private-company investments can be long-dated and illiquid; investor redemption, lockup, transfer, and distribution terms are governed by the applicable D1 fund documents. | — |
| Dakota Wealth Management | Robo-Advisors | No current general account or relationship minimum. Older $1 million and $5 million references are stale and should not be revived as current firmwide thresholds. | — | Open | Holding-specific. Public securities and funds generally follow market or fund liquidity, while alternatives and structured products can have product-specific redemption, maturity, transfer, or holding-period constraints; Dakota publishes no universal liquidity schedule. | — |
| Davidson Kempner Capital Management | Private Markets & Alternative Investments | No universal Davidson Kempner minimum. A current Davidson Kempner International Master vehicle reference is $3 million, but that is fund-specific and should not be applied to every strategy or investor relationship. | — | Open | Vehicle-specific. Public-market, credit, private-credit, and asset-based strategies can have materially different redemption, lockup, transfer, and distribution terms; there is no universal managerwide liquidity schedule. | — |
| Deep Track Capital | Private Markets & Alternative Investments | No public universal minimum. Deep Track manages private pooled life-sciences vehicles and does not publish one firmwide subscription threshold; the applicable fund and offering documents control. | — | Open | Vehicle- and asset-specific. Public biotech positions may be marketable, but pre-IPO and other private-company investments can be illiquid and valuation-sensitive; fund redemption, lockup, transfer, and distribution terms are governed by the applicable private-fund documents. | — |
| Deerfield Management | Private Markets & Alternative Investments | No public universal minimum. Deerfield operates multiple healthcare investment funds and relationships with different economics and eligibility, so current fund or account documents control the applicable subscription threshold. | — | Open | No universal managerwide liquidity schedule. Public holdings can be marketable, while private healthcare investments and pooled vehicles can impose lockups, transfer restrictions, capital-call or distribution timing, and vehicle-specific redemption terms. | — |
| Diameter Capital Partners | Private Markets & Alternative Investments | No public universal minimum. Diameter manages numerous private credit, hedge-fund, securitized-asset, and related vehicles; subscription minimums and commitments are vehicle-specific and governed by the applicable offering documents. | — | Open | Vehicle-specific. Public-credit strategies can hold tradable instruments, while direct lending, private credit, securitized assets, and distressed positions can be less liquid; redemption, lockup, transfer, and distribution terms depend on the applicable vehicle. | — |
| Directed IRA | Self-Directed IRAs | No stated account minimum. The Crypto IRA requires a separate account. | Current core schedule: $50 new account establishment, $495 annual self-directed IRA fee including three alternative-asset holdings, and a $50 one-time asset-processing fee that can apply to purchase, liquidation, sale, re-registration, in-kind transfer or payoff. The Crypto IRA requires a separate account with a $50 establishment fee, $295 annual account fee and 0.50% per-trade processing fee that currently includes Gemini and Directed Trust Company trade-processing charges. | Open | Liquidity follows the underlying asset. Real estate, private funds, private company interests and notes can take extended periods to sell. | Determined by the underlying investment rather than by the custodian. |
| Discovery Capital Management | Private Markets & Alternative Investments | No public universal minimum. Discovery operates private global-macro vehicles, and current filings do not establish one managerwide subscription threshold; older private-fund schedules should not be treated as current universal terms. | — | Open | No universal managerwide liquidity schedule. Redemption, lockup, transfer, and withdrawal terms are private-vehicle specific, and the liquidity of underlying currencies, rates, or listed securities does not by itself determine investor redemption rights. | — |
| DiversyFund | Real Estate Crowdfunding | Current 2026 minimums are product-specific and materially higher than DiversyFund's legacy retail REIT positioning. The highlighted accredited-only Distressed Income Fund begins at $100,000, with current tiers extending to $1 million; do not revive the old $500 retail minimum as the current platform headline. | — | Open | Private-fund liquidity. The current Distressed Income Fund is not publicly traded and uses offering-specific duration, extension and redemption/exit mechanics; legacy REIT investors likewise should not assume a guaranteed repurchase or daily-liquidity program. | — |
| DLP Capital | Private Markets & Alternative Investments | Product-specific. Current DLP fund minimums range from $100,000 to $500,000: $500,000 for the Housing and Lending Funds, $200,000 for Preferred Credit and Building Communities, and $100,000 for Living Fully. No single minimum applies to every DLP fund. | — | Accredited only | No daily or guaranteed liquidity. DLP funds use product-specific redemption notices, holding periods and distribution mechanics; current materials include a 90-day redemption-notice reference for the Lending Fund, but that term must not be applied to every DLP vehicle. | — |
| Dragoneer Investment Group | Private Markets & Alternative Investments | No public universal minimum. Dragoneer manages many hedge-fund, private-equity, opportunities, and related vehicles, so minimum commitments or subscriptions are vehicle-specific and governed by the applicable offering documents. | — | Open | Vehicle- and asset-specific. Public holdings may be marketable, while private-equity and growth investments can be long-duration and illiquid; redemption, transfer, lockup, and distribution terms depend on the applicable Dragoneer vehicle. | — |
| dub | Online Brokerages | No universal brokerage-account or Premium Portfolio investment minimum is established. Current funding materials reference a $100 ACH deposit minimum, but that is a transfer minimum rather than an account-opening or advisory eligibility threshold; individual Premium Portfolios can set their own allocation minimums. | — | Open | Customers retain control of the brokerage account and can stop copying, partially liquidate, or fully liquidate. Practical liquidity still depends on the copied holdings, market hours, spreads, execution, settlement, and any account or Premium Portfolio restrictions. | — |
| DUNN Capital Management | Futures Trading | No single current universal DUNN minimum should be published. Current dated WMA references show $10 million for WMA and $25 million for WMA Institutional, both QEP-only, while older or undated databases still show about $100,000; the dated program terms control unless DUNN publishes a newer universal figure. | — | Open | Program- and account-specific. Futures positions can trade in liquid markets, but investor cash access depends on open positions, margin, FCM or account rules, and the applicable managed-account or vehicle terms; DUNN publishes no universal withdrawal schedule. | — |
| DupliTrade | Trading & Research Platforms | No universal follower minimum. Funding and margin requirements come from the connected broker and selected strategy; the current $2,000 balance criterion applies to prospective strategy providers and must not be presented as the follower account minimum. | — | Open | Customer funds remain at the connected broker, and DupliTrade states that it does not control deposits or withdrawals and imposes no platform lock-down period. Practical liquidity still depends on broker settlement, margin, open positions, verification and withdrawal rules. | — |
| Durable Capital Partners | Private Markets & Alternative Investments | No public universal minimum. Durable uses private Master Fund, Growth Fund, and related structures, and current public materials do not establish one managerwide subscription threshold for all vehicles. | — | Open | Vehicle- and asset-specific. Public equities may be marketable, while private-company investments can be long-duration and illiquid; investor redemption, transfer, lockup, and distribution rights depend on the applicable private-fund documents. | — |
| Dymon Asia Capital | Private Markets & Alternative Investments | No public universal minimum. Dymon Asia offers private multi-strategy, China absolute-return bond, and private-equity vehicles to eligible institutional, accredited, or professional investors, with minimums set by the applicable vehicle documents. | — | Open | Vehicle-specific. Multi-strategy, bond, and private-equity vehicles can have different redemption, lockup, transfer, and distribution terms; Dymon Asia publishes no universal liquidity schedule across strategies. | — |
| E*TRADE | Online Brokerages | $0 minimum for a standard E*TRADE self-directed brokerage account. Core Portfolios has a separate $500 initial minimum and should not be presented as the brokerage-account minimum. | — | Open | Liquidity depends on the product and legal account. Marketable securities can generally be sold subject to market hours, execution and settlement; futures positions are subject to margin and futures-account rules, and direct crypto has separate Zero Hash transfer and liquidity constraints. Withdrawals require available settled cash under the applicable account rules. | — |
| EcoR1 Capital | Private Markets & Alternative Investments | No public universal minimum. EcoR1 manages private biotechnology funds, including 3(c)(1) and 3(c)(7) vehicles, and does not publish one firmwide subscription threshold; the applicable fund documents control. | — | Open | Vehicle- and asset-specific. Public biotech positions can be marketable, while venture and other private investments can be illiquid and valuation-sensitive; redemption, lockup, transfer, and distribution terms depend on the applicable EcoR1 fund. | — |
| Edelman Financial Engines | Robo-Advisors | No universal current wealth minimum. Edelman Financial Engines uses program- and model-specific thresholds that can be raised, reduced, or waived; older $5,000 and Workplace IRA $10,000 references must not be presented as a universal current minimum. | — | Open | Portfolio-specific. Public securities, ETFs, and SMAs generally follow market or account liquidity, while private equity, private debt, and structured products can have limited liquidity, transfer restrictions, capital-call or distribution timing, and other product-specific constraints. | — |
| Element Capital Management | Private Markets & Alternative Investments | No public universal minimum. Current records include a $50 million minimum reference for Element Capital Master Fund; that named-vehicle figure must not be treated as a managerwide threshold. | — | Open | No public universal redemption schedule. Element's private pooled vehicles use fund-specific lockups, notice periods, gates, transfer restrictions and redemption terms; the manager does not provide public exchange-traded daily liquidity. | — |
| Elliott Investment Management | Private Markets & Alternative Investments | No universal Elliott minimum. Current private-fund records include $5 million minimum references for Elliott International and Elliott Associates, while other vehicles show different thresholds; the named-fund figures are not managerwide. | — | Open | Vehicle-specific. Public securities can be liquid at the position level, while private equity, private credit, distressed positions and private pooled vehicles can be materially less liquid; Elliott publishes no universal managerwide redemption schedule. | — |
| Empower Personal Dashboard | Portfolio & Investment Tools | Dashboard: none, the software is free. Personal Strategy investment services minimum $100,000; Wealth Management tier minimum $250,000; Private Client tier minimum $1,000,000. | Personal Dashboard subscription fee: $0. Personal Strategy advisory fees: 0.89% annually for investment services from $100,000 to $249,999 and Wealth Management from $250,000 to $999,999; Private Client 0.79% on the first $3 million, 0.69% on the next $2 million, 0.59% on the next $5 million and 0.49% above $10 million. ETF expenses remain separate, and family-tier billing terms are published separately. | Open | Not applicable to the free Dashboard, which aggregates and analyzes external accounts rather than holding them. | Not applicable to the free Dashboard. Managed assets follow the terms of the applicable advisory relationship. |
| Empyrean Capital Partners | Private Markets & Alternative Investments | No public universal minimum is disclosed in the current supplied sources. Subscription thresholds and commitment requirements are vehicle- or account-specific and governed by the applicable fund or account documents. | — | Open | No public universal liquidity schedule. Private pooled funds, co-investments and customized structures follow vehicle-specific redemption, transfer, lockup and distribution terms; an investor portal does not create daily liquidity. | — |
| Energea | Private Markets & Alternative Investments | $100 current Class A Regulation A minimum initial investment, based on a $1 share-price reference. The $1 share price is not the investor minimum, and other share classes or offerings can use different eligibility and terms. | — | Open | No daily or guaranteed liquidity. Energea uses a redemption plan with product-specific conditions, including a current 60-day eligibility reference, discount treatment for some early redemptions and transaction caps; a redemption request is not a guaranteed exit. | — |
| EnergyFunders | Private Markets & Alternative Investments | Product-specific. Current references include $50,000 for America First Energy Fund I and $5,000 for Bitcoin Discovery Fund I; older lower minimums must not be generalized across the current platform. | — | Open | Private-fund liquidity. Current energy funds are designed for multi-year holding periods and do not provide daily trading or guaranteed redemptions; distributions and exits depend on the fund, underlying wells/projects, asset sales and governing documents. | — |
| eOption | Online Brokerages | No minimum to open a domestic eOption account. International accounts require $25,000 in eligible cash and/or securities; newly opened accounts must be funded within 60 days or may be closed. | — | Open | Standard brokerage liquidity: marketable securities can be sold subject to market conditions, and cash withdrawals depend on trade settlement, funding holds, account restrictions and the clearing firm's processing rules. Same-day cash access is not guaranteed. | — |
| EP Wealth Advisors | Robo-Advisors | $500,000 general relationship minimum, waivable. This is distinct from service-specific fee floors, tax-service thresholds and minimums imposed by private funds or outside managers. | — | Open | Portfolio-specific. Publicly traded holdings follow market and settlement liquidity, while private funds, hedge funds and other illiquid alternatives can impose separate lockups, redemption windows, transfer restrictions and distribution timing. | — |
| Equity Trust | Self-Directed IRAs | Not established in the current canonical source registry. | The current retail alternative-investment schedule is balance/account-value based rather than one flat annual price. Annual maintenance depends on account type, assigned fee schedule and prior year-end market value, and market-value-based charges use the account value as of the last business day of the prior year, generally billed in the first quarter. Checkbook IRA LLC package pricing is currently $250 processing, $1,295 single-member LLC formation and $1,600 multi-member LLC. The Universal IRA currently includes 50 commission-free brokerage trades per year through ETC Brokerage Services; commissions and per-contract option charges can apply after that. The Automated Crypto IRA powered by Animus Technologies currently shows a $25,000 Equity Trust client buy-in. | Open | Liquidity follows the underlying asset. The custodian cannot manufacture liquidity for private real estate, private company interests or notes. | Determined by the underlying investment, not by the custodian. Private real estate, private funds and notes can be held for multi-year periods. |
| Equitybee | Pre-IPO & Private Shares | Single-offer minimum $10,000. The Venture Portfolio Fund lists a $100,000 minimum commitment, and the Reserved Fund is positioned for substantially larger customized deployment. | Single-company offers carry an initial investor fee of 5% of the initial investment. Equitybee's FAQ states that following a successful liquidity event the investor may pay 5% of the remainder in excess of the original investment amount. The current Form CRS says affiliated funds managed by an affiliated investment adviser can impose additional fees on investment gains. The Venture Portfolio Fund lists a 0% annual management fee, a 5% brokerage fee when capital is deployed to each underlying investment, and 10% carried interest at fund level. | Accredited only | No daily liquidity and no secondary order book for PFCs. Settlement depends on a future liquidity event such as an IPO, acquisition, merger, tender offer or qualifying secondary transaction, and no liquidity event is guaranteed. | Long and uncertain. Company-reported data lists an average of 29.4 months to liquidity for realized investments; outcomes remain offer-specific. |
| EquityMultiple | Platform Reviews | Lowest current starting point $5,000 (e.g. Alpine Note; current Ascent Income Fund first-time investor minimum); typical offering minimums $10,000–$30,000 with $5,000 increments; offering-specific. | Offering-specific. No established universal investor membership fee and no single platform-wide percentage. Possible categories include asset-management/monitoring, servicing, origination, due-diligence, processing/documentation, extension/modification, profit participation (promote) and fund-level expenses. Each live offering's documents control. | Accredited only | Private securities are restricted and highly illiquid. EquityMultiple's current FAQ states there is no current secondary market for restricted securities. Expected holding period runs until maturity, sale, refinance, liquidation or another offering-specific exit. Private transfers may be possible with restrictions and are not guaranteed. Fund redemptions are offering-specific; Ascent Income Fund redemption eligibility begins after one year under current terms. | Until an offering-level exit; assume multi-year |
| EquityZen | Pre-IPO & Private Shares | Standard single-company minimum $10,000, with selected eligible opportunities as low as $5,000. Multi-company funds start at $50,000 with limited lower slots at $20,000. Direct Share Acquisitions require materially higher minimums. | Standard Deal buyer fee is 2.5% up to $1 million and 2% on the applicable amount above that threshold. Direct Share Acquisition buyer fees are 2.5% up to $10 million, 2% above $10 million and a 1.5% cap/tier where applicable above $20 million. Sellers typically pay 2.5% on a completed transaction. Ordinary non-actively-managed single-company funds generally have no recurring management fee or carried interest; multi-company funds can include carry and expenses. | Accredited only | No daily liquidity and no guaranteed exit. Express Deals offer limited secondary resale of eligible fund interests but are not a liquid exchange. | Long. Private-company positions can require multi-year holds; multi-company funds can have lives of roughly five to seven years. |
| eToro | Online Brokerages | Fractional stock investing is referenced from $10. The current U.S. fee page lists a $0 withdrawal fee with a published $30 withdrawal minimum as a dated current reference. | Stocks and ETFs: $0 commission. Options: $0 commission and $0 per-contract brokerage fee. Crypto: 1% on buys and 1% on sells, a visible round-trip cost before market movement or transfer costs. Withdrawal fee $0 with a published $30 withdrawal minimum on the current fee page. | Open | Spot crypto and exchange-listed securities and options trading. Fractional shares can differ from whole shares in transferability, voting treatment, liquidation, order handling and corporate-action processing. | No stated holding period for securities, options or crypto positions. |
| Evoke Advisors | Robo-Advisors | No firmwide minimum asset requirement and no firmwide minimum fee in current regulatory disclosures. Team-level or product-level thresholds, including private-fund minimums, must not be converted into a universal Evoke minimum. | — | Open | Portfolio-specific. Marketable holdings follow market and settlement liquidity, while non-marketable assets and private funds can have limited or no redemption rights, transfer restrictions and vehicle-specific withdrawal terms. | — |
| ExodusPoint Capital Management | Private Markets & Alternative Investments | No public universal minimum. Current records include generally $5 million minimum references for core private funds; those values are vehicle-specific and must not be presented as a managerwide subscription threshold. | — | Open | No universal managerwide liquidity schedule. Investor redemption, lockup, gate, notice and transfer provisions are private-fund specific even when underlying strategies trade liquid securities and derivatives. | — |
| Facet | Robo-Advisors | No universal Facet account minimum is published. Facet uses fixed-dollar membership pricing; the roughly $200,000 taxable-asset reference for certain direct-indexing use cases is not a universal relationship minimum. | — | Open | Holding-specific. Public securities follow market and settlement liquidity; alternative-income or private-market funds can use limited or periodic redemption programs. A quarterly redemption feature, where offered, is not daily liquidity. | — |
| Farallon Capital Management | Private Markets & Alternative Investments | No universal Farallon minimum. Current records include a $5 million minimum reference for FCOI II Holdings while other vehicles report different values; the named-vehicle figure is not a firmwide access threshold. | — | Open | No universal redemption schedule. Public-market strategies can hold liquid securities, while private credit, real estate, strategic-capital positions and private pooled vehicles can be less liquid and follow vehicle-specific lockups, gates and redemption terms. | — |
| FarmTogether | Farmland & Agriculture Investing | Crowdfunded farmland $15,000, Sustainable Farmland Fund $50,000, tenancy in common $500,000, bespoke whole-farm $3,000,000 and separately managed accounts $20,000,000. | Crowdfunded fees vary by offering and can include one-time administrative/acquisition fees, annual management fees, performance fees and property expenses; there is no universal crowdfunding fee. For the Sustainable Farmland Fund, the exact current fee schedule is offering-document-controlled: older documents pair the former $100,000 Class A minimum with a 1.25% annual management fee, 2% acquisition fee and 15% incentive fee over a 6% cumulative hurdle, while current product material advertises a $50,000 minimum. | Accredited only | Private, with no daily liquidity and no public secondary market. Fund liquidity is quarterly after the lockup, subject to gates, available cash, fund limitations and suspension. | Long. Crowdfunded offerings target 8-12 years; the Sustainable Farmland Fund has a 2-year initial lockup; TIC and bespoke ownership can take substantial time to sell. |
| Farther | Robo-Advisors | No current firmwide hard account minimum is published. Historical minimum references must not be reused as a universal current rule; program and investment-specific requirements can still apply. | — | Open | Portfolio-specific. Public securities follow market and settlement liquidity, while private funds and alternative strategies can impose separate holding periods, redemption limits, transfer restrictions and exit timing; daily liquidity is not universal. | — |
| Fennel | Online Brokerages | No account minimum. Fennel's current Form CRS states that the self-directed brokerage does not have account minimums. | — | Open | Standard self-directed brokerage liquidity: eligible stocks and ETFs can be sold subject to market conditions; cash availability and withdrawals remain subject to settlement, clearing-custodian rules, holds and account restrictions. | — |
| Fidelity | Platform Reviews | Fidelity states that retail brokerage accounts have no opening minimum and no account fee; fractional share investing can begin with $1. | $0 online commissions for U.S. stocks and ETFs and $0 base commission for options; options contracts generally carry a $0.65 per-contract fee. Fund, bond, representative-assisted and other fees can apply. | Open | Public securities generally trade in their normal markets; mutual funds transact according to fund pricing rules. | Market-dependent; public securities generally liquid during market hours. |
| First National Realty Partners | Real Estate Crowdfunding | Offering-specific. Current ROIStreet research documents roughly $25,000-$100,000+ per deal depending on the offering; no single deal minimum should be presented as universal across FNRP. | — | Accredited only | Illiquid private real estate. FNRP interests can require multi-year holding periods, and transfer rights, refinancing, distributions and exit timing are offering-specific; there is no public exchange or guaranteed redemption program. | — |
| First Trust Managed Futures Strategy Fund | Futures Trading | No fund-imposed retail investment minimum is published. FMF is an exchange-traded fund, so investors generally buy shares through a brokerage subject to share price, broker and order-size requirements. | — | Open | Exchange-traded liquidity during market hours. FMF shares trade on NYSE Arca at market prices that can differ from NAV; actual execution depends on bid/ask spreads, trading volume and market conditions, so liquidity is not guaranteed at NAV. | — |
| Firstrade | Online Brokerages | No stated account minimum in the supplied package; fractional shares are supported and the current intraday margin framework references a $2,000 minimum day-trade equity. | Online stocks and ETFs: $0 commission. Options: $0 commission, $0 contract fee, $0 exercise fee and $0 assignment fee. Mutual funds: $0 online transaction fee across the listed load, no-load and NTF categories, with a $19.95 short-term redemption fee for holdings under 90 days. Broker-assisted: $19.95 for stocks/ETFs, $19.95 plus $0.50 per contract for options and $19.95 for no-load mutual funds. Regulatory pass-through references include the SEC sell fee of $0.00002060 per dollar sold effective 2026-04-06 and a $0.02 per contract options regulatory fee effective 2026-07-01. Margin uses an 11% base rate effective December 11, 2025, with tiers from 12.00% at $0-$24,999 down to 8.00% at $1,000,000+. Service fees include $25 domestic and foreign outgoing wires, $75 full ACAT transfer out and $55 partial ACAT transfer out, with $0 DRIP and $0 periodic investment plan. | Open | Exchange-traded securities and options with extended and overnight sessions. Fixed income is often priced on a net yield basis, where Firstrade can act as principal and compensation can be reflected through markup or markdown rather than a visible commission. | No stated holding period; mutual funds held under 90 days can incur a $19.95 short-term redemption fee. |
| Fisher Investments | Robo-Advisors | Fisher's current public Personal Wealth Management reference is approximately $1 million+ of investable assets, but current regulatory disclosures contemplate relationships below $1 million. Treat $1 million as a target/reference, not an absolute universal minimum. | — | Open | Portfolio-specific. Public stocks, bonds, ETFs and other marketable securities generally follow market and settlement liquidity; Fisher does not promise universal same-day liquidity for every security, product or account configuration. | — |
| FOREX.com | Forex Trading | No formal account minimum is stated. Current funding guidance sets a $100 minimum deposit per bank or debit transaction and recommends a $2,500 starting amount for greater trading flexibility and risk management. | Spread-Only: $0 commission with spreads from 1.0 pip. RAW Pricing: spreads as low as 0.0 pips on selected major pairs plus $7 per $100,000 USD notional per leg, charged on open and on close. Overnight financing/rollover can apply. A high-volume VIP program offers volume-based cash rebates and interest on qualifying available margin under current terms. | Open | Leveraged off-exchange spot forex traded against GAIN Capital as dealer; spreads are variable. | No holding period. Positions held overnight can incur rollover/financing adjustments. |
| Forge Global | Pre-IPO & Private Shares | Standard direct-secondary minimum $100,000; single-company Forge fund offerings can accept indications of interest starting around $5,000 on limited, offering-specific opportunities. | Direct secondary transaction fees are typically 2%-4%, and can be lower including 0% in particular circumstances, generally charged on successful close. Single-company Forge fund transaction fees are commonly around 1%-2% but can be higher. Offering documents control. | Accredited only | No daily liquidity and no guaranteed secondary liquidity. Matched transactions often take weeks to complete and can fail. | Long. Private-company shares are illiquid and exits depend on a secondary buyer, tender, acquisition or IPO. |
| FranShares | Private Markets & Alternative Investments | Offering-specific. FranShares publishes a low-end investment reference of $500, but no universal minimum applies across every private franchise opportunity. | — | Open | Private-market liquidity. Secondary-trading opportunities may be available for some investments, but FranShares does not provide one universal current secondary market or guaranteed on-demand exit across all offerings. | — |
| Frec | Robo Advisors | Classic direct indexing starts at $20,000, with some index/strategy minimums higher. Current long-short and Diversify strategies use substantially higher minimum ranges, generally $100,000-$500,000; no single minimum covers every Frec strategy. | — | Open | Assets are held in brokerage accounts rather than a locked private fund. Individual stocks and other marketable holdings can be sold subject to market conditions, trading restrictions and settlement; strategy transitions, margin/financing and tax considerations can affect practical access to cash. | — |
| Freestone Capital Management | Robo-Advisors | No hard account minimum. Freestone generally targets about $1 million relationships and about $2 million for Schwab-referred clients; those are fit references, not hard minimums. New-client annual management fee floors can apply separately. | — | Open | Portfolio-specific. Public holdings follow market and settlement liquidity, while Freestone private funds and other alternatives can have limited redemption rights, lockups, transfer restrictions and exit timing set by the governing fund documents. | — |
| FundersClub | Pre-IPO & Private Shares | Fund minimums start around $3,000 per fund in current supplied materials, but the $3,000 figure is a starting reference rather than a universal minimum; individual venture funds can require more. | — | Accredited only | No daily liquidity. Distributions generally depend on portfolio-company liquidity events and the applicable fund terms; venture investments can remain illiquid for many years and secondary transfer opportunities are not guaranteed. | — |
| Fundrise | Platform Reviews | $10 minimum initial investment on the taxable platform; $1,000 minimum for an IRA | 0.15% annual platform advisory fee plus 0.85% annual management fee on applicable real-estate funds (1.00% headline combined); fund-level and offering-specific expenses may apply separately; $125 annual IRA custody fee at Inspira Financial subject to waiver conditions | Open | Long-term orientation with no guaranteed liquidity; Flagship and Income funds run quarterly repurchase offers subject to limits; legacy eREIT liquidation requests are typically reviewed quarterly with an approximately 1% penalty under five years | Multi-year; private real-estate and private-credit funds are designed for long holding periods |
| Garda Capital Partners | Private Markets & Alternative Investments | No current public universal minimum. A historical $10 million vehicle minimum appears in older private-fund data, but it is not established as Garda's current managerwide threshold and must remain historical/vehicle-specific. | — | Open | No public universal redemption schedule. Garda serves institutional investors through private pooled vehicles whose lockups, notice periods, gates, transfer restrictions and redemption terms are governed by the applicable fund documents. | — |
| Gemini | Crypto Exchanges & Platforms | Not established in the current canonical source set. | ActiveTrader base spot tier is 0.60% maker and 1.20% taker under the September 1, 2026 schedule, improving with volume or qualifying balances. Staking carries a 35% service fee on protocol rewards. Gemini Stocks charge $0 commission, $0 account opening, $0 maintenance and $0 inactivity fees, with regulatory fees applying to sells. Predictions use maker 0.0175 and taker 0.07 in the formula Rate x contracts x P x (1-P), with no settlement or membership fees. | Open | ActiveTrader order-book crypto trading, exchange-traded U.S. stocks and ETFs through Gemini Galactic, and event contracts on the Gemini Titan designated contract market. | No lock-up on spot balances. Unstaking times vary by network. |
| Glenview Capital Management | Private Markets & Alternative Investments | No public universal Glenview minimum. A current Glenview Capital Master Fund reference is $1 million, but that figure is vehicle-specific and must not be applied across all Glenview funds or accounts. | — | Open | No standardized daily liquidity. Glenview's pooled vehicles use fund-specific redemption, notice, lockup, gate and transfer terms; public-equity holdings inside a fund do not create daily investor-level liquidity. | — |
| GoldenTree Asset Management | Private Markets & Alternative Investments | No universal GoldenTree minimum. Current records show $1 million minimum references for GoldenTree Master Fund Ltd. and GoldenTree Tactical Opportunities Master Fund I LP; those figures are vehicle-specific. | — | Open | Strategy- and vehicle-specific. Liquid credit positions can trade in markets, while private credit, distressed assets, real estate and pooled vehicles can have materially different redemption, transfer and holding-period terms. | — |
| Goldmoney | Private Markets & Alternative Investments | No current minimum metal order amount. Goldmoney states customers can buy or sell as much or as little metal as they want, subject to quoted-price availability; the $10 monthly minimum storage charge is a fee, not an investment minimum. | — | Open | Customers can buy or sell metal through Goldmoney, but it is not exchange-traded liquidity. Physical withdrawal requires eligible registered bars and adds handling, administration and delivery/collection logistics; spreads, wires, processing and market conditions can affect exit timing and proceeds. | — |
| goodcryptoX | Trading & Research Platforms | No universal goodcryptoX trading-capital minimum. The software can be used with free and paid feature tiers, while actual capital requirements depend on the connected exchange or DEX, trading pair, order-size rules, gas, margin and selected strategy. | — | Open | Liquidity depends on the connected venue and asset. CEX assets remain at the exchange; DEX activity uses a separate non-custodial wallet architecture. Open orders, positions, token liquidity, margin, settlement and venue withdrawal rules determine practical access to funds. | — |
| Graham Capital Management | Futures Trading | No public universal Graham minimum. Current public materials cover multiple private-fund, managed-account and UCITS access routes with different eligibility and economics, so one program's minimum must not be generalized firmwide. | — | Open | Route-specific. Managed accounts, private funds and UCITS vehicles can have different withdrawal, redemption, notice, transfer and dealing terms; Graham does not publish one universal managerwide liquidity schedule. | — |
| Greenlight Capital | Private Markets & Alternative Investments | No current public universal Greenlight minimum. Access is private and authorization/subscription-document based; Form D offering amounts and historical fund references do not establish one managerwide current subscription threshold. | — | Open | No public universal redemption schedule. Greenlight fund interests are private securities governed by subscription and fund documents, with vehicle-specific lockup, notice, redemption, gate and transfer provisions rather than public daily liquidity. | — |
| Gridline | Private Markets & Alternative Investments | No reliable universal 2026 Gridline minimum. Current materials make investment amounts product-specific; older $50,000 or other historical references must not be revived as a platformwide minimum. | — | Accredited only | Private-fund liquidity. Commitments can involve capital calls, and distributions, transfers or exits depend on the underlying fund documents and investment realization; Gridline does not provide universal daily liquidity. | — |
| Groundfloor | Real Estate Crowdfunding | $10 for individual Loans; $100-$1,000 for principal open-to-all Note terms. The accredited-only Preferred Note currently shows a $10,000 minimum. | Current consumer guidance shows no investor fee on standard Notes or Loans. Emerging, private and accredited products can have different economics, so a blanket 'no fees' statement is too broad. | Open | No daily liquidity and no public secondary market. A short stated maturity does not guarantee cash on the stated date under stressed circumstances. | Notes are generally designed to be held to maturity, with current terms as short as one month and a 12-month Signature Note. Individual project loans can take longer than expected if construction is delayed or a borrower defaults. |
| Gunbot | Trading & Research Platforms | No universal Gunbot trading-capital minimum. Gunbot is self-hosted trading software; the capital needed to run a strategy depends on the connected exchange, market, order-size rules, number of pairs/bots, leverage and strategy configuration. | — | Open | Trading assets remain in the connected exchange account rather than with Gunbot. Practical liquidity depends on the exchange, market, open orders or positions, settlement and withdrawal rules; self-hosted execution does not create guaranteed liquidity. | — |
| HaasOnline | Trading & Research Platforms | No universal HaasOnline trading-capital minimum. Subscription prices are software fees, not account-funding requirements; actual trading capital depends on the connected exchange, market, order minimums, margin and bot configuration. | — | Open | HaasOnline does not custody trading funds. Assets remain at connected exchanges, so practical liquidity depends on the exchange, asset, open orders or positions, market depth, settlement and withdrawal rules. | — |
| Halbert Hargrove | Robo-Advisors | No current firmwide hard account minimum and no current standard minimum annual fee are established in the 2026 brochure. Do not infer a minimum from the first $5 million fee tier or reuse the stale $7,500 minimum-fee reference. | — | Open | Portfolio-specific. Public holdings follow normal market/fund liquidity, while private funds, interval funds and structured products can impose limited redemption windows, repurchase limits, transfer restrictions or maturity-based exits. | — |
| HappyNest | Real Estate Crowdfunding | No current universal individual-investor minimum is verified from the current public onboarding flow. HappyNest's 2026 filings continue to describe the Regulation A offering, but the current public site does not clearly verify a new-subscriber path; the $300,000 filing reference is a company-level offering threshold, not an individual minimum. | — | Open | Very limited. HappyNest common shares are not listed on a national securities exchange, and the share-repurchase program terminated January 29, 2026. Daily liquidity and guaranteed liquidity are therefore unavailable. | — |
| Harvest Returns | Private Markets & Alternative Investments | No universal Harvest Returns minimum. Current opportunities can start as low as $5,000, while Harvest Returns Private Credit Fund II has a $25,000 minimum; each offering's documents control. | — | Open | Private-market liquidity. Harvest Returns investments are generally long-term private placements with no public exchange or guaranteed secondary market; transfer, sponsor-repurchase, maturity and disposition terms vary by offering. | — |
| HB Wealth | Robo-Advisors | No universal hard asset minimum. HB Wealth's public service ladder begins around $1 million of investable assets, while the current minimum annual fee is generally $12,500 and can be negotiated below; the fee floor is not an account-balance minimum. | — | Open | Portfolio-specific. Public securities follow market/fund liquidity, while private-market investments and affiliated vehicles can use product-specific capital calls, holding periods, redemptions, transfers and distributions. | — |
| Highbridge Capital Management | Private Markets & Alternative Investments | No public universal Highbridge minimum. A $0 minimum field appearing in a Tactical Credit Form D record is a vehicle filing field and does not establish free or public managerwide access. | — | Open | Vehicle-specific. Hedge funds, drawdown vehicles and co-investments can use different lockups, notice periods, redemption schedules, gates and distribution terms; liquid underlying credit instruments do not guarantee daily investor withdrawals. | — |
| Hightower Advisors | Robo-Advisors | No general firmwide Hightower account minimum or minimum annual fee. Individual Advisor Practices, managers, strategies and private placements can impose their own thresholds. | — | Open | Portfolio- and product-specific. Public holdings follow market/fund liquidity, while private placements, affiliated/third-party alternative managers and other less-liquid products can impose their own redemption, transfer and holding-period terms. | — |
| Hiive | Pre-IPO & Private Shares | Standard minimum transaction $25,000 per the June 1, 2026 U.S. Form CRS. Certain private funds can impose higher minimums; there is no single universal minimum. | Highest current seller commission tier 5.75%, decreasing for transactions over $500,000. Highest current buyer/private-fund brokerage fee tier 4.85%, decreasing for transactions over $250,000. Commission is not charged unless the transaction closes. No account-opening fee and no separate execution and settlement services fee. Hiive Funds charge no traditional management fee or carried interest but do charge a brokerage fee at initial investment and an administrative fee on distributions. Direct transactions can carry issuer legal and transfer costs; third-party funds can have different economics. | Accredited only | Secondary marketplace access without daily liquidity. No guaranteed liquidity and no guaranteed exit; a holder may face no active buyer, wide spreads, transfer restrictions, company approval delays, ROFR, IPO lockups and uncertain liquidity timing. | Long and uncertain. Private securities are restricted and illiquid, and exit depends on a counterparty or an issuer liquidity event. |
| HMI Capital Management | Private Markets & Alternative Investments | No current public universal HMI minimum. Private-offering evidence confirms 3(c)(7) pooled-fund structures but does not establish one current managerwide subscription threshold. | — | Open | No universal public liquidity schedule. HMI's 5-10 year investment horizon describes portfolio-company underwriting, not investor lockup; fund redemptions, transfers and withdrawal rights are governed by private vehicle documents. | — |
| Holocene Advisors | Private Markets & Alternative Investments | No current universal Holocene minimum. An older 2024 vehicle schedule showed $1 million references, but that historical figure is not established as a current managerwide threshold. | — | Open | No current public universal redemption schedule. Holocene's pooled vehicles use private-fund terms for lockups, notice, gates, transfers and redemptions; public equity holdings inside a fund do not create daily investor liquidity. | — |
| Honeycomb Credit | Private Markets & Alternative Investments | $100 current platform starting minimum, subject to offering-specific terms. | — | Open | No daily liquidity or guaranteed secondary market. Reg CF securities generally face a one-year transfer restriction subject to statutory exceptions, and repayment or exit depends on the issuer and offering terms. | — |
| Hudson Bay Capital Management | Private Markets & Alternative Investments | No current public universal Hudson Bay minimum. The manager's public and regulatory materials establish private pooled-fund access but do not publish one managerwide subscription threshold. | — | Open | No universal managerwide redemption schedule. Private vehicles use fund-specific lockup, notice, gate, redemption and transfer terms; liquid trading strategies and large public-security positions do not create daily investor-level liquidity. | — |
| IASG | Futures Trading | No universal IASG platform minimum. IASG lists hundreds of CTA and alternative programs with program-specific minimums, fees, eligibility, markets and leverage; the selected manager/program controls. | — | Open | Program- and account-specific. Futures can be actively traded, but margin, open positions, liquidation, withdrawal processing and manager/FCM terms determine practical access to cash; IASG does not provide one universal liquidity schedule. | — |
| iCapital | Private Markets & Alternative Investments | No universal iCapital investor minimum. Private-equity access funds, direct private funds, hedge funds, structured investments and registered products can use different thresholds and eligibility rules. | — | Open | Product-specific, not daily platform liquidity. Private funds can restrict transfers for years; interval structures can offer periodic repurchases; secondary sales require buyer demand, eligibility, approvals and documentation. iCapital's lifecycle tools do not guarantee an exit. | — |
| iMGP DBi Managed Futures Strategy ETF | Futures Trading | No fund-imposed investment minimum is published for DBMF. As an exchange-traded ETF, investors generally buy shares through a brokerage, subject to the share price and any broker-specific fractional-share or order-size rules. | — | Open | Exchange-traded intraday liquidity. DBMF shares trade in the secondary market at prices that can differ from NAV; execution depends on market depth and bid/ask spreads, while the portfolio also carries futures, forward and counterparty liquidity risks. | — |
| Inspira Financial | Self-Directed IRAs | No universal investment minimum is established for Inspira's self-directed IRA custody. Fee tiers and the Starter Account's below-$20,000 pricing reference are not investment minimums; the underlying alternative asset or sponsor can impose its own threshold. | — | Open | Investment-specific. Inspira's custody does not create a secondary market or redemption right for private assets; sale, transfer, redemption and distribution timing depend on the issuer, sponsor and governing investment documents. | — |
| Interactive Brokers | Platform Reviews | $0 brokerage account minimum; $0 maintenance and inactivity fees on individual accounts. | IBKR Lite: $0 commissions on qualifying U.S. exchange-listed stocks and ETFs (Lite uses payment for order flow). IBKR Pro: tiered $0.0035 down to $0.0005 per share ($0.35 order minimum) or fixed $0.005 per share ($1.00 minimum). Options $0.15–$0.65 per contract. Futures commonly $0.25–$0.85 per contract plus exchange and regulatory fees. Spot forex 0.08–0.20 basis points plus spread. Crypto 0.18% down to 0.12% of trade value, $1.75 minimum. | Open | Market- and instrument-dependent across 170 global markets; overnight U.S. equity sessions can carry wider spreads and thinner depth. | Market-dependent; supports intraday trading through long-term holding. |
| IRA Financial | Self-Directed IRAs | No stated account minimum. The Crypto IRA currently shows a $0 minimum balance and a $10 minimum trade. | Current standard self-directed IRA pricing is $495 annually with $0 setup, $0 transaction fee and $0 asset-value fee; promotional first-year pricing can be lower. The Checkbook IRA is $999 in the first year and $495 annually thereafter, with $0 transaction and asset-value fees. Public-market stocks, ETFs and mutual funds are a $100 annual add-on. The Crypto IRA currently carries a $100 annual fee and a 1% trading fee with a $10 minimum trade. Special services, issuers, brokers, exchanges, LLC filing jurisdictions, banks and tax preparers can charge separately. | Open | Liquidity follows the underlying asset. Real estate, private placements, tax liens and private debt can take extended periods to exit. | Determined by the underlying investment rather than by the custodian. |
| iTrustCapital | Self-Directed IRAs | $1,000 initial IRA minimum, with a $500 minimum for additional inflows. These are platform/account funding references; individual crypto or precious-metals transactions can have separate execution requirements. | — | Open | Supported cryptocurrency can be traded through the platform, but actual execution depends on institutional liquidity providers, market depth and spreads. Cash access, transfers and distributions remain subject to IRA and custodian procedures, and crypto cannot simply be moved to a personal wallet while remaining inside the IRA. | — |
| J.P. Morgan Self-Directed Investing | Online Brokerages | $0 account-opening minimum for the self-directed brokerage. The $5 fractional-share amount is a minimum eligible fractional purchase, not an account-funding requirement. | — | Open | Standard brokerage liquidity. Marketable securities can be sold subject to market conditions and settlement; cash withdrawals depend on settled funds, account restrictions and processing rules. The separate JPMorgan Chase bank-deposit sweep has its own withdrawal and FDIC terms. | — |
| JANA Partners | Private Markets & Alternative Investments | No current public universal JANA minimum is established. Private-fund subscription thresholds are vehicle-specific and should not be inferred from regulatory AUM, Form D amounts or historical fund references. | — | Open | No public universal redemption schedule. JANA's private pooled vehicles can impose vehicle-specific notice periods, lockups, gates and transfer restrictions even when portfolio holdings include publicly traded equities. | — |
| Johnson Investment Counsel | Robo-Advisors | No universal hard wealth-management minimum. Johnson's current materials permit relationships below $1 million at its discretion; the $2 million breakpoint in the new-client fee schedule is a pricing tier, not an account minimum. | — | Open | Portfolio-specific. Public securities and mutual funds follow market or fund liquidity, while private funds and other alternatives can impose holding periods, transfer restrictions, redemption limits or delayed valuations. | — |
| Kalshi | Prediction Markets & Event Contracts | No stated account minimum. Contracts typically trade between 1¢ and 99¢; perpetual futures require an approved margin account. | General prediction-market taker fee = round up(0.07 × C × P × (1−P)); general maker fee where applicable = round up(0.0175 × C × P × (1−P)), where C is contracts and P is contract price in dollars. Market-specific fee schedules can differ. Perpetual-futures fees are based on notional position size and apply on opening and closing, with funding payments separate from trading fees. | Open | Order-book exchange liquidity, peer-to-peer through the exchange structure. | Event contracts settle at $1 or $0 according to their defined rules. Perpetual futures have no fixed expiration. |
| Kepos Capital | Private Markets & Alternative Investments | No universal Kepos minimum. Historical vehicle records include materially different minimum references, including $5 million and $100,000, demonstrating that terms are vehicle-specific rather than managerwide. | — | Open | No universal managerwide liquidity schedule. Private funds and institutional mandates use vehicle- or account-specific redemption, notice, transfer and lockup terms; liquid futures or other underlying instruments do not create daily investor-level liquidity. | — |
| King Street Capital Management | Private Markets & Alternative Investments | No universal King Street minimum. A $10 million minimum reference for King Street Capital Master Fund is vehicle-specific and must not be presented as the managerwide threshold. | — | Open | Strategy- and vehicle-specific. Public credit can be relatively liquid, while distressed, real-estate, drawdown and other private investments can have long realization periods; investor redemptions, gates and transfer rights are governed by each vehicle's documents. | — |
| Koyfin | Trading & Research Platforms | No investment minimum; Koyfin is a subscription platform with a functional free tier. | Current annual-billing monthly equivalents: Free $0, Plus $39, Premium $79, Advisor Core $209, Advisor Pro $299. Annualized, that is $468, $948, $2,508 and $3,588 per year respectively. Koyfin currently states annual billing can save up to 30% versus alternative billing, and these prices are date-sensitive. | Open | Not applicable. Koyfin does not execute trades and is not a custodian. | Not applicable. Koyfin does not hold investments. |
| Kraken | Crypto Exchanges & Platforms | Not established in the current canonical source set. | Kraken Pro base spot tier is 0.40% maker and 0.80% taker under the July 2026 schedule, improving with volume and qualifying assets. U.S. stocks and ETFs trade at $0 commission. CME futures commissions vary by contract, for example $0.39 per side on MNQ and MES and $1.29 per side on NQ and ES, with exchange, NFA and clearing charges separate. Bonded staking commission is tiered from 25% down to 0%; flexible staking and Auto Earn are 30% of rewards. | Open | Order-book spot trading on Kraken Pro; exchange-traded equities through Kraken Securities; CME-listed and perpetual futures through Kraken Derivatives US. | No lock-up on spot balances. Bonded staking involves unbonding and liquidity restrictions that vary by network. |
| KraneShares Mount Lucas Managed Futures Index Strategy ETF | Futures Trading | No fund-imposed investment minimum is published for KMLM. As an exchange-traded ETF, access is generally through a brokerage and depends on the share price plus any broker-specific fractional-share or order-size rules. | — | Open | Exchange-traded intraday liquidity. KMLM shares trade at market prices that can differ from NAV, so execution depends on spreads and market depth; the underlying futures also carry their own liquidity and roll risks. | — |
| KryllOS | Trading & Research Platforms | No KryllOS platform trading-capital minimum. The core software is free, open source and self-hosted; actual capital requirements come from the connected exchange, market, order-size rules and strategy configuration. | — | Open | Customer assets remain at the connected exchange rather than with KryllOS. Practical liquidity therefore depends on the exchange, asset, open orders or positions, market depth, settlement and withdrawal rules. | — |
| Laurion Capital Management | Private Markets & Alternative Investments | No current public universal Laurion minimum is disclosed. Regulatory AUM, private-fund gross assets and Form 13F values do not establish an investor subscription threshold; governing vehicle documents control. | — | Open | No public universal redemption schedule. Laurion's private pooled vehicles use fund-specific lockup, notice, gate, transfer and redemption provisions; option-heavy and other liquid-market trading does not establish daily investor withdrawals. | — |
| LexShares | Private Markets & Alternative Investments | No verified universal current investor minimum. Older LexShares references can cite $2,500, but current public investor materials do not establish that amount as a universal 2026 threshold; offering-specific subscription documents control. | — | Open | Illiquid private securities. LexShares provides no public secondary market, daily liquidity or guaranteed liquidity; distributions depend on the legal outcome and the applicable vehicle terms. | — |
| Lido Advisors | Robo-Advisors | $1 million general account minimum, waivable at Lido's discretion. The $10,000 minimum annual advisory-fee reference is a separate economic threshold and should not be converted into an asset minimum. | — | Open | Portfolio-specific. Public securities follow market and settlement liquidity, while private funds and alternative investments can impose lockups, redemption windows, transfer restrictions and delayed valuations; daily liquidity is not universal. | — |
| Light Street Capital Management | Private Markets & Alternative Investments | No current public universal Light Street minimum. Historical fund databases contain materially different vehicle references and are not a reliable basis for one current firmwide subscription threshold. | — | Open | Vehicle-specific. Open-ended hedge-fund vehicles and closed-end private-investment funds can have materially different redemption, transfer, commitment and distribution terms; Light Street publishes no universal daily-liquidity schedule. | — |
| Lightspeed | Online Brokerages | Product-specific. Lightspeed's U.S. Trader Pro account reference is $2,500, while futures accounts use a $10,000 opening minimum; the futures threshold must not be applied to every securities account. | — | Open | Brokerage liquidity depends on the instrument. Stocks and options can be closed subject to market conditions and settlement; futures positions require closeout and margin processing through the applicable futures relationship. Immediate cash withdrawal is not guaranteed. | — |
| Linqto | Pre-IPO & Private Shares | No current actionable minimum because platform transactions are paused. Linqto's marketing pages still display a $1,000 initial minimum reference, while its posted October 2023 Form CRS states a typical SPV minimum of $10,000 that can vary or be waived. | Linqto's current "What We Offer" page describes an all-in pricing model based on a purchase premium embedded in the share cost, with no carry fee, profit fee or legal fee stated. The posted 2023 Form CRS separately states that commissions/sales concessions can vary by private placement and describes no management, organizational/operating reimbursement or carried-interest fees in the referenced brokerage structure. Because transactions are paused and the Form CRS is dated 2023, no current executable fee quote is available. | Accredited only | No daily liquidity and no guaranteed secondary liquidity or exit. Private-company SPV units historically depended on an IPO, acquisition, another liquidity event, a permitted secondary transaction or the redemption/distribution mechanics of the applicable series. Platform transactions are currently paused and the Chapter 11 case adds further uncertainty. | Long and uncertain, now also subject to the Chapter 11 process. |
| LNW | Robo-Advisors | $3 million general account minimum, subject to LNW's discretion and therefore waivable. Treat the amount as the firm's general relationship threshold rather than an absolute statement that no smaller relationship can be accepted. | — | Open | Portfolio-specific. Public holdings follow market or fund liquidity, while LNW's alternative investments can have higher fees, lower transparency and limited liquidity with product-specific lockups, transfers, capital calls and exit timing. | — |
| LoCorr Market Trend Fund | Futures Trading | Class A (LOTAX) and Class C (LOTCX): $2,500 initial minimum; Class I (LOTIX): $100,000. The subsequent minimum is $500 across classes and minimums can be waived; $100,000 is not a fundwide minimum. | — | Open | Open-end mutual-fund liquidity rather than exchange-traded intraday liquidity. Shareholders redeem through the fund or intermediary under prospectus procedures and applicable cutoffs; futures exposure, settlement and extraordinary market conditions can still affect implementation. | — |
| Lofty | Real Estate Crowdfunding | $50 current platform starting reference. Property-share prices vary by listing, so $50 should be treated as a current entry reference rather than a fixed universal account-funding requirement. | — | Open | No contractual minimum holding period, and investors can place sell orders on Lofty's exchange/order book. That flexibility is not guaranteed liquidity: execution depends on buyer demand, pricing and marketplace conditions. | — |
| Lone Pine Capital | Private Markets & Alternative Investments | No universal Lone Pine minimum. A $1 million minimum reference for Lone Cascade is vehicle-specific and must not be applied to every Lone Pine fund or strategy. | — | Open | No universal managerwide liquidity schedule. Public-equity strategies can hold liquid securities, while private investments and pooled-fund interests use vehicle-specific lockups, redemption, notice and transfer terms. | — |
| Lynx Asset Management | Futures Trading | No universal Lynx minimum. The Swedish Lynx Fund publishes a SEK 500,000 initial minimum, while IASG publishes a $250,000 program reference for another route; both must remain attached to their respective access channels. | — | Open | The Swedish Lynx Fund provides monthly liquidity, not daily liquidity. Other access routes can have different dealing, withdrawal, notice and settlement terms, so there is no universal managerwide liquidity schedule. | — |
| M1 Finance | Platform Reviews | $100 to open an individual, joint, custodial or crypto account; $500 for Traditional, Roth and SEP IRAs; $5,000 for trust accounts. Minimum stock or ETF order is $1. | $0 commission on stock and ETF trading. A $3 monthly Platform Fee or $3 monthly IRA Fee applies unless waived by reaching $10,000 in total M1 assets at least one day in the billing cycle or holding an active M1 Personal Loan; both fees are never charged in the same month. Crypto carries $0 M1 commission with a 1% Bakkt transaction fee in the execution price. | Open | Ordinary equity orders execute in scheduled trade windows rather than continuously; crypto trades on demand outside a daily 5:25-6:10 ET maintenance window. | Designed for long-term holding and recurring contribution rather than intraday turnover. |
| Madison Trust Company | Self-Directed IRAs | No universal underlying investment minimum. Madison requires a $500 minimum cash balance in the account for fees and expenses; that cash reserve is not an investment minimum, and each alternative asset can impose its own threshold. | — | Open | Asset-specific. Madison's custody and checkbook-control options do not create a secondary market for private investments; liquidation, transfer, redemption and distribution timing depend on the underlying asset, issuer and governing documents. | — |
| Magnetar Capital | Private Markets & Alternative Investments | No public universal Magnetar minimum. Current private-fund records contain materially different vehicle-level minimum fields, including zero/internal values and six- or seven-figure references; those values must remain attached to the applicable vehicle. | — | Open | No universal managerwide liquidity schedule. Magnetar's private vehicles use fund-specific redemption, notice, lockup, gate and transfer provisions; liquid trading inside a quantitative or credit strategy does not create daily investor-level liquidity. | — |
| Magnifi | Trading & Research Platforms | No universal Magnifi investment-capital minimum is established. Magnifi's free and Premium subscription pricing is a software/advisory cost rather than an account-funding requirement; linked brokerages and individual securities or funds can impose their own minimums. | — | Open | Magnifi does not create a separate liquidity regime for linked investments. Practical liquidity depends on the underlying stock, ETF, mutual fund or other security, the executing broker/custodian, settlement and any account restrictions. | — |
| MAI Capital Management | Robo-Advisors | $500,000 suggested investment-management minimum, not an absolute requirement. MAI's current Form CRS also gives a broader $250,000-$500,000 suggested range; smaller accounts can be accepted for wealth-management clients, and separate service/profile references must not be treated as hard account minimums. | — | Open | Portfolio-specific. Public securities generally follow market or fund liquidity, while private funds and other alternatives can impose lockups, redemption limits, transfer restrictions, capital calls or delayed distributions. | — |
| Man Group | Private Markets & Alternative Investments | No universal Man Group private-fund minimum. Man Group operates many strategies, public products and private vehicles through multiple investment managers and legal entities; the applicable product documents and distribution channel determine minimums. | — | Open | Product-specific. Exchange-traded and registered liquid products can provide public-market liquidity, while hedge-fund and private-market strategies can use different redemption, lockup, transfer and capital-call terms. There is no groupwide liquidity schedule. | — |
| Marshall Wace | Private Markets & Alternative Investments | No public universal Marshall Wace minimum. A current vehicle-specific reference for Marshall Wace Funds PLC - MW Eureka Fund is $115,220; that feeder-fund threshold must not be presented as a managerwide minimum. | — | Open | Vehicle-specific private-fund liquidity. Redemption, notice, transfer and lockup terms depend on the applicable fund or feeder vehicle; public-market trading in underlying securities does not create daily investor-level liquidity. | — |
| Mason Capital Management | Private Markets & Alternative Investments | No current public universal Mason minimum. Current materials do not publish a firmwide subscription threshold; historical or vehicle-specific minimum references should not be converted into a current managerwide term. | — | Open | No current public universal redemption schedule. Mason's private pooled vehicles use fund-specific lockups, notice, gates, transfer restrictions and redemption provisions; a concentrated public-equity 13F does not establish investor-level liquidity. | — |
| Masterworks | Platform Reviews | $15,000 stated per-offering minimum; waivers possible and offering-specific variation exists. At a $20 offering price, $15,000 equals 750 shares. | Issuer level: 1.5% annual management fee paid in equity/shares (dilution rather than cash billing) plus 20% profit participation on applicable artwork sale. Initial artwork expense allocation approximately 11% of artwork purchase price / approximately 10% of offering size, paid to Masterworks by the issuer. Separate advisory layer: Art Investment Plan $1/$2/$4 per month by tier. | Open | Long-term by design with a typical target hold of 3–10 years; ultimate liquidity comes from artwork sale. Eligible series can currently trade on the PPEX ATS operated by North Capital, typically after roughly 90 days of share age, with no guaranteed liquidity or buyer. Masterworks delivered notice on 2026-06-17 terminating the PPEX arrangement effective on or about 2026-12-14; a replacement mechanism is intended, not guaranteed. | 3–10 year target hold |
| Maverick Capital | Private Markets & Alternative Investments | No public universal Maverick minimum. The firm operates multiple public- and private-market strategies and private vehicles; any subscription threshold is vehicle-specific and governed by the applicable offering documents. | — | Open | No universal managerwide liquidity schedule. Public-equity holdings can be liquid at the position level, while pooled hedge funds and private-investment vehicles use their own lockup, redemption, transfer and distribution terms. | — |
| Mercer Advisors | Robo-Advisors | No single firmwide asset minimum applies across every Mercer service lane. Current programs use service-specific minimum annual fees, including a $15,000 Custom Wealth minimum annual fee; that fee floor is not an asset-balance minimum and must not be applied to Guided Investing or other service levels. | — | Open | Portfolio- and product-specific. Public securities follow market or fund liquidity, while private funds and other specialty investments can impose long holding periods, redemption limits, transfer restrictions and delayed distributions. | — |
| Merit Financial Advisors | Robo-Advisors | No universal firmwide asset minimum. Merit may impose a minimum account balance or minimum fee in the client's advisory agreement, but current disclosures do not establish one platformwide threshold. | — | Open | Portfolio-specific. Public securities follow their applicable market or fund liquidity; non-traded and alternative investments can have product-specific holding periods, transfer restrictions, redemption limits or valuation delays. | — |
| Merrill Edge | Online Brokerage | $0 | $0 online stock and ETF commissions; options $0 base + $0.65 per contract | Open | Standard U.S. market settlement for listed securities | Suited to long-term and medium-term holding periods |
| MicroVentures | Startup Crowdfunding | Deal-specific. Selected Regulation Crowdfunding opportunities can begin around $100, while accredited-investor private placements commonly reference roughly $5,000–$15,000 and some private deals can require $25,000–$50,000 or more. No single platform minimum applies. | — | Open | Private-market liquidity. Selective secondary transactions can be available, but they can require issuer approval, buyer qualification and other transfer conditions; MicroVentures does not provide daily liquidity or a guaranteed secondary market. | — |
| Millennium Management | Private Markets & Alternative Investments | No universal Millennium minimum. Current vehicle references include approximately $5 million for Millennium Partners, $25 million for a WMA systematic-equity master vehicle and $250 million for an institutional fund; these are vehicle-specific and do not establish one managerwide threshold. | — | Open | No universal managerwide liquidity schedule. Millennium's private vehicles can use different lockups, notice periods, redemption schedules, gates and transfer provisions; diversification across liquid trading teams does not guarantee daily investor withdrawals. | — |
| Mission Wealth | Robo-Advisors | $1 million general minimum for traditional Wealth Management, waivable. MissionForward is a separate service with a $0 AUM minimum; its lower entry point must not be used to erase the traditional service threshold. | — | Open | Portfolio-specific. Public securities follow market and fund liquidity, while private credit, private equity and real-asset investments can impose product-specific lockups, redemption limits, transfer restrictions and distribution timing. | — |
| Modera Wealth Management | Robo-Advisors | $0 required initial or ongoing asset minimum. Wealth Management generally carries a $3,000 quarterly minimum fee, or $12,000 annualized; that fee floor is a cost threshold, not an asset-size minimum. | — | Open | Portfolio-specific. Public securities and funds follow normal market/fund liquidity; private placements and other alternatives can impose product-specific holding periods, transfer restrictions, redemption limits and valuation delays. | — |
| Moneta | Robo-Advisors | No formal account-size minimum. Individual investment products, private funds or managers can impose their own thresholds, but Moneta does not publish one firmwide asset minimum for the advisory relationship. | — | Open | Portfolio-specific. Public holdings generally follow market or fund liquidity, while private funds, private equity, private credit and private real estate can have limited redemption rights, transfer restrictions and long holding periods. | — |
| moomoo | Online Brokerages | No stated account minimum in the supplied package; fractional shares are supported. | U.S. stocks: $0 commission with a $0 platform fee that is currently promotional and, per the current fee schedule, may end with 30 days' notice. Equity and ETF options: $0 commission reference and $0 contract-fee reference. Index options: $0.50 per-contract fee reference; regulatory and exchange-related fees can still apply. Crypto: $0 commission with a 0.49% transaction fee, so a $5,000 crypto trade produces $24.50 in the stated transaction fee. Prediction markets: $0 introductory commission with a $0.01 per side per contract post-introductory reference, a $0.01 per contract per side exchange fee and $0 clearing fee. Standard margin rate reference 6.8%, which can change. | Open | Exchange-traded securities, options and event contracts. Event contracts can lose the full amount committed and can have limited liquidity. Direct customer crypto deposits, transfers and withdrawals are not currently the ordinary supported workflow; USD funding and withdrawal are supported. | No stated holding period for securities, options, crypto or event contracts. |
| Moonfare | Private Markets & Alternative Investments | No universal Moonfare minimum. Current U.S. references include roughly $75,000 for many direct private-equity fund opportunities and $25,000 for the Secondary Strategy, while individual vehicles can use different thresholds such as $125,000; offering documents control. | — | Open | No daily liquidity. Private-equity investments are generally long-dated and can involve capital calls; Moonfare offers a structured secondary-market process, but auction participation and execution are not guaranteed and individual products can have different exit mechanics. | — |
| Moore Capital Management | Private Markets & Alternative Investments | No current public universal Moore Capital minimum. Current filings show a large private-fund complex with vehicle-specific terms, while zero, low or historical minimum fields must not be treated as a managerwide public subscription threshold. | — | Open | No public universal liquidity schedule. Moore's private funds use vehicle-specific redemption, notice, lockup, gate and transfer provisions; macro and other liquid-market trading inside a fund does not create daily investor-level liquidity. | — |
| Morningstar Investor | Trading & Research Platforms | No investment minimum; the product is a subscription. Standard pricing is $34.95 per month or $249 per year, with a 7-day free trial. | Monthly subscription $34.95. Annual subscription $249, an annual monthly equivalent of about $20.75. Twelve monthly payments total $419.40, so annual billing currently costs about $170.40 less, roughly 40.6%. Taxes can apply and pricing is subject to change. | Open | Not applicable. Morningstar Investor does not execute trades or hold assets; execution occurs at the investor's own brokerage. | Not applicable. Morningstar Investor is a research subscription and does not hold investments. |
| Netcapital | Startup Crowdfunding | Offering-specific. Netcapital publishes minimums as low as $99, and a current offering can use a different amount; $99 must not be applied as a universal minimum to every issuer. | — | Open | Illiquid private securities. Netcapital's legal infrastructure contemplates secondary transfers, but current secondary-transfer features are unavailable; Regulation Crowdfunding securities can also be subject to a one-year transfer restriction. No daily or guaranteed secondary liquidity applies. | — |
| New Direction Trust Company | Self-Directed IRAs | No universal underlying investment minimum. New Direction Trust Company is a directed SDIRA custodian; each private asset, precious-metals transaction or connected brokerage investment can have its own minimum or funding requirement. | — | Open | Asset-specific. NDTCO custody does not create guaranteed liquidity for private assets; sale, transfer, repayment, redemption and distribution timing depend on the underlying investment. Public securities follow the connected brokerage's market and settlement rules. | — |
| NewEdge Wealth | Robo-Advisors | No published firmwide account-value minimum. Individual advisory agreements, outside managers and private funds can impose relationship- or product-specific minimum balances or minimum fees. | — | Open | Portfolio- and product-specific. Public securities generally follow market or fund liquidity, while private funds, direct investments, co-investments and other alternatives can impose lockups, transfer restrictions, redemption limits and performance-fee terms. | — |
| NinjaTrader | Futures Trading | $0 advertised minimum deposit. ACH or debit funding can require a minimum transfer amount, and sufficient margin is still required to trade. | Free plan: $0 subscription with $0.39 per side on Micro contracts and $1.29 per side on standard contracts. Monthly: $99/month with $0.29 Micro and $0.99 standard per side. Lifetime: $1,499 one-time license with $0.09 Micro and $0.59 standard per side. Exchange, clearing and NFA fees are additional. | Open | Exchange-traded futures liquidity across CME Group, Eurex, ICE and Coinbase Derivatives. | No holding period. Futures and event contracts have contract-specific terms. |
| Nurp | Trading & Research Platforms | Nurp's current Intelligent Trader materials use a $10,000 minimum broker-deposit reference. That trading capital is held at the external broker and is separate from Nurp's software cost; current public pages also conflict on the upfront software price, so no single universal software-fee amount should be substituted for the deposit minimum. | — | Open | Customer funds remain at the connected external broker, not with Nurp. Cash access therefore follows the broker's open-position, margin, settlement and withdrawal rules; Nurp does not control customer withdrawals or provide a separate redemption schedule. | — |
| Nut Tree Capital Management | Private Markets & Alternative Investments | No current public universal Nut Tree minimum. Current regulatory materials establish private pooled-fund access but do not publish one managerwide subscription threshold; private-fund offering documents control. | — | Open | No universal public redemption schedule. Nut Tree's private pooled vehicles use fund-specific lockups, notice, redemption, gate and transfer provisions; stressed and distressed credit can also be less liquid at the portfolio level. | — |
| OANDA | Forex Trading | Spread-only pricing has no stated minimum. Core spreads plus commission currently requires a $10,000 minimum initial deposit or balance. | Spread-only pricing embeds compensation in the spread, with current reference spreads of 1.4 pips on EUR/USD, USD/JPY and AUD/USD. Core pricing requires $10,000 and charges $0.70 per 10,000 units per leg with core spreads as low as 0.0 pips on selected majors. Crypto commissions can be as low as approximately 0.25%, with the actual Paxos pricing tier controlling. Elite Trader rebates run from $5 to $17 per million above $10 million monthly volume. | Open | Leveraged off-exchange spot forex with OANDA as dealer; spot crypto executed and custodied at Paxos. | No holding period. Positions held overnight can incur financing effects. |
| OctoBot | Trading & Research Platforms | No universal OctoBot trading-capital minimum. Current cloud plans start at $0, with paid software tiers separate from trading capital; actual capital requirements depend on the connected exchange, market, order-size rules, strategy and any derivatives margin. | — | Open | Deployment-specific. OctoBot Cloud, self-hosted OctoBot and self-custody mobile workflows do not share one universal custody model; practical liquidity depends on the connected venue or wallet, asset, open orders/positions, market depth and withdrawal or settlement rules. | — |
| OneGold | Private Markets & Alternative Investments | No universal metal-purchase minimum. OneGold separately references a $100 bank-wire purchase minimum and a $100 minimum funding deposit, while some direct purchase methods can permit smaller transactions; the $100 figure must not be presented as a universal minimum position size. | — | Open | Eligible settled metal can be sold online and sale proceeds move to the account cash balance, with no minimum sale amount. OneGold does not guarantee repurchase or liquidity in every circumstance, so online selling should not be described as guaranteed daily liquidity. | — |
| Option Alpha | Trading & Research Platforms | No universal Option Alpha trading-capital minimum. Option Alpha is software and does not custody the brokerage account; broker-sponsored Pro arrangements use separate qualifying references such as $10,000 at TradeStation and $5,000 at Tradier or tastytrade, while paid Pro subscription pricing is a separate software cost. | — | Open | Customer cash and securities remain at the connected broker. Position and cash liquidity depend on the traded stocks/options, market conditions, broker approval, settlement, buying power and broker withdrawal rules rather than an Option Alpha redemption process. | — |
| Origin Investments | Real Estate Crowdfunding | No universal Origin minimum. Current product references include $100,000 for IncomePlus and Select Asset funds, $50,000 for QOZ Fund III, $100,000 for Strategic Credit and higher thresholds for co-investments or DSTs; the applicable product controls. | — | Accredited only | No universal daily liquidity. Private funds and DSTs use product-specific holding periods, redemption or transfer provisions and asset-sale timing; some products can offer limited redemption mechanics, but there is no guaranteed secondary market. | — |
| OurCrowd | Pre-IPO & Private Shares | No universal OurCrowd minimum. Startup Select commonly uses a $10,000 per-company reference; Portfolio Select requires $50,000 to open and starts allocations at $5,000 per company; fund investments retain their own fund-specific minimums. | — | Accredited only | No daily liquidity or guaranteed redemption. Private-company and fund investments can remain illiquid for years until an acquisition, IPO, secondary sale, distribution or other liquidity event; any secondary opportunity is not guaranteed. | — |
| Palestra Capital Management | Private Markets & Alternative Investments | No current public universal minimum. Palestra's current disclosures establish private pooled-fund access but do not publish one managerwide subscription threshold; the applicable fund offering and subscription documents control. | — | Open | No public universal redemption schedule. Palestra's private pooled vehicles use fund-specific lockups, notice periods, gates, transfer restrictions and redemption terms; liquid public positions inside a fund do not create daily investor-level liquidity. | — |
| Paloma Partners | Private Markets & Alternative Investments | No current public universal Paloma minimum. Investor access is through private offerings and related vehicles, and Paloma does not publish one managerwide subscription threshold; the applicable fund documents control. | — | Open | No universal managerwide liquidity schedule is publicly stated. Paloma Fund and related private vehicles use vehicle-specific redemption, notice, lockup, gate and transfer provisions; separately managed underlying allocations do not create daily liquidity for fund investors. | — |
| Parallel Advisors | Robo-Advisors | No general asset-size minimum is published for the standard relationship. Parallel instead has a $7,500 annual minimum advisory fee; that fee floor is an economic threshold, not a required account balance, and can raise the effective percentage for smaller accepted relationships. | — | Open | Portfolio-specific. Public securities and funds follow their market or fund liquidity, while private investment funds and certain outside-manager strategies can impose lockups, redemption limits, transfer restrictions or delayed valuations. | — |
| PDT Partners | Private Markets & Alternative Investments | No current public universal PDT minimum. PDT serves private-fund investors and does not publish one managerwide subscription threshold; the applicable private-fund offering and subscription documents control. | — | Open | No public universal redemption schedule. PDT's private pooled vehicles use fund-specific lockup, notice, gate, transfer and redemption terms; electronic trading in liquid markets does not create daily investor-level fund liquidity. | — |
| Pentwater Capital Management | Private Markets & Alternative Investments | No current public universal Pentwater minimum. Access is qualification-based through private offering documents, and current public materials do not establish one managerwide subscription threshold. | — | Open | No public universal redemption schedule. Pentwater's private vehicles use fund-specific lockups, notice periods, gates, transfer restrictions and redemption terms; event-driven positions can also experience market or deal-specific liquidity stress. | — |
| Percent | Private Markets & Alternative Investments | Direct Investing minimum $500. Blended Notes minimum $5,000. Current public SMA materials do not establish a single universal retail minimum. | Direct Investing: service fee of 10% of interest/coupon payments received, no advisory fee. Blended Notes: 1% annual management fee plus 10% coupon service fee. Separately managed accounts: 1% annual management fee on assets under management plus 10% of gross coupon/returns received. Secondary Market: 0.50% of trade size for the buyer and 0.50% for the seller. | Accredited only | A live Secondary Market launched publicly in 2026 after a late-2025 beta. It is not a registered ATS, trades do not auto-execute, indications are non-binding, not all deals qualify and liquidity is not guaranteed. | Direct deals commonly run 6–24 months, and the broader platform can include deals extending to approximately 36 months. A default or workout can extend the real holding period. |
| Perceptive Advisors | Private Markets & Alternative Investments | No current public universal Perceptive minimum. The firm operates multiple private strategies across public/private life sciences, private credit and venture capital, and current public disclosures do not establish one managerwide subscription threshold. | — | Open | Strategy- and vehicle-specific. Public healthcare securities can be liquid at the position level, while private-company, venture, private-credit and pooled-fund investments can have multi-year holding periods, transfer restrictions and fund-specific redemption terms. | — |
| Perigon Wealth Management | Robo-Advisors | No current general account or relationship minimum. Product, program, private-vehicle and third-party-manager minimums can still apply and should not be converted into a firmwide Perigon threshold. | — | Open | Portfolio-specific. Public securities generally follow market or fund liquidity, while private vehicles and alternatives can impose holding periods, redemption limits, transfer restrictions or delayed valuations. | — |
| Pershing Square Capital Management | Private Markets & Alternative Investments | No universal Pershing Square private-fund minimum. Current references of approximately $5 million for Pershing Square L.P. and Pershing Square International are vehicle-specific and must not be applied to every Pershing Square strategy or to listed Pershing Square Holdings. | — | Open | Access-specific. Pershing Square Holdings shares trade on a public exchange and have secondary-market liquidity subject to market conditions and discounts/premiums to NAV, while Pershing Square private funds use vehicle-specific redemption, lockup, notice and transfer terms. | — |
| Phoenix Energy | Private Markets & Alternative Investments | Offering-specific. Current references are $1,000 for Phoenix Flex Junior Secured Notes, $5,000 for the registered offering and $25,000 for the accredited-only private placement; no single Phoenix Energy minimum applies across all three. | — | Open | No public exchange or daily liquidity. Flex notes use specified put intervals subject to the applicable terms and issuer resources, while registered and private-placement notes use their own maturity and redemption provisions; no offering provides a guaranteed exit. | — |
| PIMCO TRENDS Fund | Futures Trading | Share-class specific. Institutional, I-2 and I-3 shares generally use a $1 million initial minimum; Class A and Class C generally use a $1,000 initial minimum with a $50 subsequent minimum. Intermediary or eligibility rules can modify access, so $1 million is not a fundwide minimum. | — | Open | Open-end mutual-fund liquidity rather than ETF-style intraday trading. Shares are purchased or redeemed at the applicable NAV under prospectus and intermediary cutoffs; underlying derivatives and stressed-market conditions can still affect implementation and transaction costs. | — |
| Pionex.US | Crypto Exchanges & Platforms | No universal Pionex.US account or bot minimum is established. Required bot capital depends on the selected crypto asset and bot parameters and is displayed for the specific setup; older references such as roughly 100 USDT per selected currency for the Rebalancing Bot are bot-specific, not a platformwide account minimum. | — | Open | Crypto liquidity depends on the asset, market depth, open bot orders, settlement, platform limits and withdrawal rules. Users can buy and sell supported crypto on Pionex.US, but bot automation does not guarantee execution or immediate withdrawal availability. | — |
| PiTrade | Robo-Advisors | No single current minimum should be published because PiTrade's own public materials conflict: the homepage references $100, while current Global Availability/funding materials reference $10. Treat the universal minimum as unresolved and let the current account/app flow control. | — | Open | Underlying stock and ETF liquidity is provided through the Interactive Brokers brokerage relationship. Positions can generally be sold subject to market conditions, account restrictions and settlement; cash withdrawal depends on settled funds and Interactive Brokers processing rules. Copying or AI-agent automation does not change those mechanics. | — |
| Plancorp | Robo-Advisors | No account-size minimum. Plancorp instead has a $12,000 minimum annual individual advisory fee; that economic floor is separate from account eligibility and can make smaller accepted relationships expensive on an effective-percentage basis. | — | Open | Portfolio-specific. Public securities and funds generally follow market or fund liquidity, while private investments and outside-manager vehicles can impose lockups, transfer restrictions, redemption limits or delayed valuations. | — |
| Plynk | Online Brokerages | No broad account-funding minimum is established for the standard brokerage in current supplied materials. Plynk supports small-dollar investing with a $1 fractional-investing reference, and supported crypto also has a $1 minimum trade; those are transaction-size references, not a universal account minimum. | — | Open | Liquidity depends on the asset and account. Marketable securities can be sold subject to market conditions and brokerage settlement; supported crypto can be bought and sold through the BitGo relationship but cannot currently be transferred into or out of Plynk, and withdrawal is restricted until applicable crypto settlement completes. | — |
| Point72 Asset Management | Private Markets & Alternative Investments | No universal Point72 minimum. Current regulatory references of approximately $100,000 for Point72 Associates and Point72 Capital are vehicle-specific and must not be presented as a managerwide threshold. | — | Open | No universal managerwide liquidity schedule. Point72's private funds and strategy vehicles use product-specific redemption, notice, lockup, gate and transfer provisions; liquidity differs materially across public equities, macro, private credit and venture investments. | — |
| Public | Platform Reviews | No broad platform minimum is emphasized for the standard self-directed account; product-specific minimums can apply. | Public's fee schedule includes $0 commissions for qualifying regular-hours U.S.-listed stock and ETF trades, while other transactions can carry fees. Public Premium is currently $10 monthly or $96 annually and can be waived for accounts over $50,000. Investment Plans can carry per-plan transaction fees unless Premium applies. | Open | Public securities generally trade in their markets; fixed-income liquidity can differ significantly from stocks and ETFs. | Market-dependent; fixed-income liquidity varies by issue. |
| Pure Financial Advisors | Robo-Advisors | No firmwide asset minimum is required to become a client. Pure's progressive AUM fee schedule begins at 1.60% on the first $350,000, but portfolio size, fee economics and service fit should not be converted into an eligibility minimum that the firm does not publish. | — | Open | Portfolio-specific. Public securities and funds generally follow market or fund liquidity; held-away retirement-plan investments follow their plan/provider rules, and alternative investments can impose product-specific lockups, redemption limits or transfer restrictions. | — |
| Qapital | Robo-Advisors | No clean universal current investment minimum is established by Qapital's current consumer pricing and Invest materials. Do not revive a historical minimum merely to populate the field; current onboarding and account documents control. | — | Open | Qapital is designed for automated portfolio accumulation rather than intraday trading. Funding-to-investment timing is currently described as roughly 5–7 business days, and sales or withdrawals remain subject to Qapital Invest and the applicable Apex/Wedbush brokerage processing and settlement rules. | — |
| QMS Capital Management | Futures Trading | No universal QMS minimum. The direct IASG Diversified Global Macro Strategy reference is $5 million, while current private-fund records can show different figures, including a $0 Form D field for a U.S. fund and lower offshore references; those values are vehicle- or channel-specific. | — | Open | Program- and vehicle-specific. Direct managed-futures accounts and private funds can have different dealing, withdrawal, notice and redemption terms, and margin requirements can limit immediately available cash; QMS does not offer one universal daily-liquidity schedule. | — |
| Quantbase | Robo-Advisors | $50 current live signup minimum. Earlier relationship-summary language can indicate no account minimum, but the live onboarding requirement is the more actionable current reference and should not be replaced by the older no-minimum statement. | — | Open | Quantbase states that users can withdraw and move between strategies rather than being subject to a traditional hedge-fund lockup. Practical liquidity still depends on the underlying stocks, ETFs or crypto, market conditions, Alpaca brokerage/custody processing and settlement. | — |
| QuantConnect | Trading & Research Platforms | No QuantConnect investment-capital minimum. QuantConnect is research, backtesting and deployment software rather than a broker or adviser; live capital requirements come from the connected external brokerage or exchange, instrument, margin rules and strategy. | — | Open | QuantConnect does not custody customer funds or create its own withdrawal or redemption terms. Practical liquidity is determined by the connected brokerage or exchange, underlying instrument, open positions, market conditions, margin, settlement and broker processing rules. | — |
| Qube Research & Technologies | Private Markets & Alternative Investments | No public universal QRT minimum. A $10 million minimum reference applies to the Qube Master Fund in current regulatory materials, while other internal or related vehicles can show different figures; those values are vehicle-specific and do not establish managerwide access. | — | Open | No universal managerwide redemption schedule is published. Investor liquidity is governed by the applicable private-fund or feeder documents, including any notice, lockup, gate and transfer provisions; liquid instruments inside a systematic portfolio do not create daily fund-level liquidity. | — |
| RA Capital Management | Private Markets & Alternative Investments | No current public universal RA Capital minimum. The firm operates multiple private vehicles across company creation, venture, crossover, public markets and structured capital, so subscription thresholds are product- and vehicle-specific and governed by the applicable offering documents. | — | Open | Strategy- and vehicle-specific. Public healthcare securities can be liquid at the position level, while venture, private-company, structured-capital and pooled-fund exposures can have multi-year holding periods, transfer restrictions and fund-specific redemption terms. | — |
| Rally | Art & Collectibles | Current Rally marketing states shares can start around $5, but that is a reference rather than a universal fixed minimum. Current offerings can have $5, $8, $10, $20 or substantially higher per-share prices. | Rally does not currently charge the ordinary investor a simple app trading commission for the core experience, but each Series bears offering and asset-level costs disclosed in its offering documents, including broker or dealer compensation, acquisition expenses, asset-management economics, offering expenses, storage, insurance, maintenance and taxes. Current RSE Innovation SEC filings show underwriting and broker compensation can vary significantly by offering, so cost should be evaluated at the asset or Series level. | Open | Private Series securities can trade through registered broker and PPEX ATS infrastructure after seasoning, but buyers, sellers, narrow spreads, daily volume and prices near the initial offering valuation are not guaranteed. | Investors generally become eligible for secondary trading after approximately 90 days, but eligibility is not a guarantee that an active market exists. Outcomes otherwise depend on when the manager sells the underlying asset and liquidates the Series. |
| Range | Robo-Advisors | No universal account-size minimum is published. Range charges flat annual membership pricing rather than a standard Range AUM fee, and marketing references to household wealth or target-client profiles must not be converted into a contractual investment minimum. | — | Open | Portfolio liquidity depends on the underlying investments and third-party brokerage/custody relationship. Marketable securities generally follow market and settlement rules, while any less-liquid or alternative holdings retain their own product-specific restrictions; Range does not create a separate guaranteed-liquidity schedule. | — |
| RCM Alternatives | Futures Trading | Access-route specific: the SMA Platform is generally $1 million-$5 million, Liquid Alternatives is about $25,000, and the All Weather Portfolio is about $100,000. None of those figures is a universal RCM minimum. | — | Open | Route-specific. RCM currently describes SMA liquidity as varying by manager/program, Liquid Alternatives as daily, and the All Weather Portfolio as monthly. The applicable CTA, fund, FCM and account documents control actual withdrawal, settlement and redemption terms. | — |
| Realbricks | Real Estate Crowdfunding | $100 current primary-market minimum, with current offerings using $10 shares. The minimum applies to the property-specific primary offering and should not be confused with transaction or property-level fees. | — | Open | Limited private-market liquidity. Realbricks has posted secondary-market terms and intends to use PPEX infrastructure, but current investor materials still label secondary trading as coming soon and current offering materials do not establish a broadly live guaranteed market. Daily liquidity and a guaranteed buyer are unavailable. | — |
| RealtyMogul | Real Estate Crowdfunding | Both RealtyMogul REITs publish $5,000 minimums, but new-investor subscriptions are currently paused. Individual private placements reference an approximate $35,000 minimum, with offering documents controlling. | Income REIT asset-management fee is 1.00% annualized of total equity value. Apartment Growth REIT asset-management fee is 1.25% annualized of total equity value. Neither figure is an all-in expense ratio; other operating, financing, property-level and offering expenses can apply. | Open | Share-repurchase programs for both REITs were suspended on April 21, 2026, and distribution reinvestment activity was also suspended under current filings. Private placements remain illiquid until a sponsor-controlled exit. | Multi-year. Private real estate should be treated as illiquid. |
| Renaissance Technologies | Private Markets & Alternative Investments | No public universal Renaissance minimum. Historical/current regulatory references include about $5 million for RIEF Trading and GF Trading and $25,000 for Medallion Fund LP, but those vehicles serve different investor populations and the investor portal is invitation-only. | — | Open | No public universal redemption schedule. Renaissance private funds use vehicle-specific lockup, notice, gate, transfer and redemption provisions; the fact that quantitative strategies trade liquid markets does not create daily investor-level liquidity. | — |
| Republic | Startup Crowdfunding | Issuers set their own minimums. Current Republic education references a $10 low-end permitted setting and a typical minimum range of $25–$250. There is no universal platform minimum. | Typical investor administrative fee of 2.5% of the investment with a $5 minimum and $250 maximum, offering-specific. For most Reg CF offerings Republic generally receives from the issuer a cash commission of about 7% of the amount raised plus securities compensation of about 2% of the securities offered. Deal Room minimums, management fees and carried interest are deal-specific. | Open | Limited secondary-market functionality for eligible Republic-originated assets. Not a public stock exchange, not all assets are eligible, and liquidity is not guaranteed. | Startup and private securities should generally be treated as multi-year, illiquid holdings. Exits can include acquisition, IPO, issuer repurchase, tender, eligible secondary sale or a conversion/liquidity event, none guaranteed. |
| Return Stacked U.S. Stocks & Managed Futures ETF | Futures Trading | No fund-imposed subscription minimum is published for RSST. As an exchange-traded ETF, investors generally access it through a brokerage by purchasing shares, subject to the share price and any broker-specific fractional-share or order-size rules. | — | Open | Exchange-traded intraday liquidity. RSST shares trade in the secondary market at prices that can differ from NAV, so execution depends on spreads and market depth; the underlying futures, derivatives and collateral also carry their own liquidity and financing risks. | — |
| Revolution Capital Management | Futures Trading | Program-specific. The Alpha program is currently referenced at about $5 million, while Mosaic Institutional is about $25 million. Those figures must remain attached to the named programs and not be converted into one managerwide minimum. | — | Open | Program- and account-specific. Managed-futures accounts can trade liquid futures, but withdrawal availability depends on open positions, margin, the FCM, program documentation and any notice or account-level restrictions; Revolution does not publish one universal liquidity schedule. | — |
| Ritholtz Wealth Management | Robo-Advisors | No firmwide account-opening requirement is published. Public service bands such as Good Advice, Flagship, Preserve and Multi-Family Office describe client-fit ranges rather than contractual minimums and should not be collapsed into one threshold. | — | Open | Portfolio-specific. Public securities and funds generally follow market or fund liquidity, while alternative or private investments can impose product-specific holding periods, redemption limits, transfer restrictions or delayed valuations. | — |
| Robertson Stephens | Robo-Advisors | No general numeric account minimum is published. Robertson Stephens can terminate an account that becomes too small to manage effectively, but current disclosures do not provide a numeric threshold and one should not be invented. | — | Open | Portfolio-specific. Public holdings generally follow market or fund liquidity, while hedge funds, private equity, venture capital and other non-public investments can impose lockups, transfer restrictions, redemption limits and delayed valuations. | — |
| Robinhood | Platform Reviews | $0 brokerage account minimum; $1 minimum fractional order; $50 minimum for Robinhood Strategies. | $0 stock and ETF commissions. $0 base and $0 contract fee on stock and ETF options. Index options $0.50 per contract ($0.35 Gold) plus exchange fees. Futures $0.75 per contract ($0.50 Gold) plus $0.02 NFA fee and exchange fees. Crypto has no explicit commission on market-maker routing, where Robinhood states it receives 0.95% of notional from market makers embedded in the spread; exchange routing uses 0.00%–0.95% volume tiers. Event contracts use probability-weighted pricing capped at $0.01 per contract. Gold is $5 monthly or $50 annually. ACATS out is $100. | Open | Market-dependent. 24 Hour Market runs Sunday 8 PM ET through Friday 8 PM ET on select stocks and ETFs with whole-share limit orders, which can carry wider spreads and thinner depth. | Market-dependent; supports intraday trading through long-term retirement holding. |
| Rocket Dollar | Self-Directed IRAs | No account minimum is established in the current canonical source set. Cost is driven by setup and subscription pricing rather than balance. | Silver costs $360 to set up plus $30 a month, an annual recurring subscription of $360. Gold costs $600 plus $40 a month, $480 a year. Platinum costs $900 plus $50 a month, $600 a year. Rocket Dollar does not charge an AUM fee, but Digital Trust can charge separate transaction, asset and other custodial fees, so the subscription is not an all-in flat cost. | Open | Alternative assets held in these structures are generally illiquid, with valuation and exit dependent on the underlying investment. | Long. Alternative retirement assets are generally illiquid. |
| Rokos Capital Management | Private Markets & Alternative Investments | No public universal Rokos minimum. Current regulatory references include about $10 million for the Global Macro Master Fund and $100 million for a co-investment vehicle; both are vehicle-specific and must not be applied firmwide. | — | Open | No universal managerwide redemption schedule. Rokos private vehicles use fund-specific notice, lockup, gate, transfer and redemption terms; liquid macro instruments inside a fund do not establish daily investor withdrawals. | — |
| Roots | Real Estate Crowdfunding | $100 current minimum per investment transaction, including the initial investment and subsequent transactions. | — | Open | Limited private-REIT liquidity through the Roots cash-out program rather than an exchange. Shares are not publicly listed, daily liquidity is unavailable and cash-out requests are not guaranteed; current terms also impose an early-withdrawal penalty for certain exits inside the first year. | — |
| Royalty Exchange | Private Markets & Alternative Investments | No universal investor minimum. Royalty Exchange lists whole royalty interests and deal prices are asset-specific; an auction starting bid, historical closing price or the $500 minimum buyer fee must not be converted into a platformwide investment minimum. | — | Open | Royalty Exchange operates the eXchange resale marketplace for eligible royalty assets, but a listing does not guarantee a buyer, price or timing. The asset therefore remains private-market and non-daily-liquid despite having a resale venue. | — |
| Rubric Capital Management | Private Markets & Alternative Investments | No current public universal Rubric minimum. The firm manages a small private-fund complex, and current regulatory and fund data do not establish one managerwide subscription threshold; the applicable fund documents control. | — | Open | No universal public redemption schedule. Rubric's private vehicles use fund-specific lockup, notice, gate, transfer and redemption provisions; public-equity holdings and relatively low net exposure do not create guaranteed daily fund liquidity. | — |
| RWA Wealth Partners | Robo-Advisors | $500,000 general private-wealth minimum, waivable. Separate private funds, outside managers or specialized services can impose different thresholds and should not be folded into the general relationship minimum. | — | Open | Portfolio-specific. Public securities generally follow market or fund liquidity, while private funds and private equity can impose multi-year holding periods, redemption limits, transfer restrictions and delayed valuations. | — |
| Saba Capital Management | Private Markets & Alternative Investments | No universal Saba minimum. Historical/private-fund references vary materially by vehicle, including approximately $5 million, $500,000 and $100,000 examples; those figures must remain vehicle-specific. | — | Open | Access-specific. Saba's private funds use vehicle-specific lockup, notice, redemption, gate and transfer provisions, while separately registered or exchange-traded products can have their own public-market liquidity. One route's liquidity must not be applied to another. | — |
| Sachem Head Capital Management | Private Markets & Alternative Investments | No public universal Sachem Head minimum. Current fund records repeatedly show about $1 million for named vehicles such as Sachem Head Master LP, but repeated vehicle-level figures do not establish an immutable managerwide threshold. | — | Open | No universal public redemption schedule. Sachem Head's private vehicles use fund-specific lockup, notice, redemption, gate and transfer provisions; the visibility of public-equity holdings does not create daily investor-level liquidity. | — |
| Savant Wealth Management | Robo-Advisors | No single universal relationship minimum. Savant publishes a $300,000 stand-alone investment-management portfolio minimum and a separate $750,000+ typical-client reference; those are different concepts and neither should be rewritten as one absolute firmwide threshold. | — | Open | Portfolio-specific. Public securities and funds generally follow market or fund liquidity, while private or alternative investments can impose product-specific holding periods, redemption limits, transfer restrictions or delayed valuations. | — |
| Savvy Wealth | Robo-Advisors | $500,000 general account-maintenance minimum, subject to relationship-specific exceptions or adviser terms. Do not treat it as an inflexible rule for every Savvy relationship. | — | Open | Portfolio-specific. Public securities generally follow market and brokerage settlement, while selected alternative investments can have limited liquidity, valuation uncertainty, transfer restrictions and long holding periods; Savvy itself does not create guaranteed liquidity. | — |
| Schonfeld Strategic Advisors | Private Markets & Alternative Investments | No universal Schonfeld minimum. Current vehicle references include about $3 million for several private funds and about $25 million for a Fundamental Equity vehicle; those figures remain tied to the named vehicles. | — | Open | No universal managerwide redemption schedule. Schonfeld private funds use vehicle-specific lockup, notice, gate, transfer and redemption provisions; strategy-level trading liquidity does not establish daily investor-level liquidity. | — |
| SCS Financial | Robo-Advisors | No current published numeric account minimum. The March 31, 2026 Form CRS states that the minimum relationship fee is mutually agreed with the client; older $30 million relationship and $225,000 annual-fee references should not be treated as the current universal default. | — | Open | Portfolio-specific. Public holdings generally follow market or fund liquidity, while private funds, co-investments, private equity, venture and real assets can impose capital calls, multi-year holding periods, transfer restrictions, redemption limits and delayed distributions. | — |
| Sculptor Capital Management | Private Markets & Alternative Investments | No universal Sculptor minimum. A current $10 million reference applies to Sculptor Tactical Credit Master Fund I and is a vehicle term rather than the managerwide threshold. | — | Open | Strategy- and vehicle-specific. Multi-strategy and credit funds can use fund-specific redemption, lockup, notice and gate provisions, while real-estate and private-credit exposures can be materially less liquid and depend on asset realizations or vehicle distributions. | — |
| Seeking Alpha | Trading & Research Platforms | No investment minimum; the product is a subscription. Premium currently renews at $299 per year. | Seeking Alpha Premium is currently $299 per year on annual billing, approximately $24.92 per month equivalent. Taxes or VAT can apply. PRO, Alpha Picks and Investing Groups are separate paid products and are not included in Premium. | Open | Not applicable. Seeking Alpha does not execute trades or hold customer securities. | Not applicable. Seeking Alpha is a research subscription and does not hold investments. |
| Sequoia Financial Group | Robo-Advisors | No current minimum account value for investment management. Product-, private-fund- or manager-specific minimums can still apply, so no separate offering threshold should be generalized into a firmwide minimum. | — | Open | Portfolio-specific. Public securities and funds generally follow market or fund liquidity, while private funds and other alternative investments can impose lockups, redemption limits, transfer restrictions, delayed valuations or other product-specific constraints. | — |
| Silver Point Capital | Private Markets & Alternative Investments | No public universal Silver Point minimum. Historical vehicle records include $5 million references for Silver Point Offshore Master Fund and Silver Point Capital Fund as well as lower or nominal fields for other vehicles; those values are vehicle-specific and do not establish managerwide access. | — | Open | Strategy- and vehicle-specific. Liquid performing credit can trade in public or dealer markets, while direct lending, distressed/special-situations credit and real estate can be materially less liquid; investor redemptions and transfers depend on each private vehicle's governing documents. | — |
| Simplify Managed Futures Strategy ETF | Futures Trading | No fund-imposed subscription minimum is published for CTA. As an exchange-traded ETF, investors generally buy shares through a brokerage subject to the share price and any broker-specific fractional-share or order-size rules. | — | Open | Exchange-traded intraday liquidity. CTA shares trade in the secondary market at prices that can differ from NAV, while futures, derivative exposure, collateral and market conditions can still affect execution and portfolio liquidity. | — |
| Small Change | Real Estate Crowdfunding | No universal Small Change minimum. Each real-estate offering sets its own threshold; current and recent projects can range from several hundred dollars to $1,000, $5,000 or other offering-specific amounts. The campaign page and offering documents control. | — | Open | No public secondary market or daily liquidity. Small Change securities can face transfer and securities-law restrictions, and a willing buyer may not exist; investors should generally expect long, uncertain holding periods tied to the project. | — |
| SMBX | Private Markets & Alternative Investments | $10 minimum investment in a Small Business Bond, with investments generally made in $10 increments; issuer fundraising minimums are separate from the investor purchase minimum. | — | Open | No public exchange or daily liquidity and no guaranteed secondary market. Investors should generally expect to hold the private bond and receive contractual payments through maturity unless a permitted transfer is available. | — |
| SoFi Alternative Investments | Private Markets & Alternative Investments | Product-specific. Current 2026 references include $500 for the AngelList USVC Venture Capital Access Fund and $2,500 for the CAZ GP Stakes and CAZ Strategic Opportunities funds; no single minimum applies to every current or future SoFi alternative fund. | — | Open | Periodic and product-specific rather than daily. Certain interval funds can offer limited repurchase opportunities, but full redemption is not guaranteed and requests can be prorated; prospectus and fund-specific repurchase terms control. | — |
| SoFi Invest | Online Brokerages | Self-directed minimum $5. Robo Investing minimum $50. Private-market fund minimums are fund-specific, including USVC $500 and CAZ funds $2,500. | $0 online commissions on eligible stock and ETF trades; $0 base options commission with exchange and regulatory charges still applying; ordinary mutual fund purchase fee 0.20% capped at $20 per transaction; interval fund purchase fee 2.00%; Robo Investing 0.25% annual advisory fee; crypto buys and sells on a volume-tiered schedule of 1.90%, 1.50%, 1.25% or 0.90% based on monthly crypto buy/sell volume; Templum SPV purchase fees up to 6% and Templum fund purchase fees up to 3.5%. An inactivity fee may apply after six months without logging in. | Open | Product-specific. Conventional securities trade in their applicable public markets and remain subject to normal brokerage execution and settlement. SoFi private-market investments can be highly illiquid; certain private funds intend to offer periodic, limited repurchase opportunities, but those opportunities are not daily liquidity and are not guaranteed. | No lock-up on conventional brokerage positions. Some private funds intend to provide periodic limited repurchase opportunities, which is not daily liquidity and is not guaranteed. |
| SogoTrade | Online Brokerages | No clean universal account minimum should be stated. SogoTrade's current FAQ says no minimum deposit is required, while another current pricing page displays a $500 account-minimum reference and promotions can require $500 equity; stocks priced below $1 also have a $100 minimum investment. Treat these as conflicting/product-specific references rather than one universal opening minimum. | — | Open | Standard brokerage liquidity for securities: positions can generally be sold subject to market conditions and settlement, while cash withdrawals depend on settled funds, account restrictions and Apex processing. Bakkt-linked crypto can be bought or sold in the linked account but currently cannot be transferred in or out to an external wallet. | — |
| SongVest | Private Markets & Alternative Investments | One Royalty Share Unit. The dollar amount is series-specific; current marketing shows some SongShare units starting around $25, while other offerings can cost substantially more. No one fixed dollar minimum applies across every SongVest series. | — | Open | No current SongVest investor secondary market. Purchased SongShares are not currently resellable through the platform, and the VIP auction process is primary-offering price discovery rather than investor resale. Investors should be prepared to hold for the royalty-income term rather than depend on an exit market. | — |
| Soroban Capital Partners | Private Markets & Alternative Investments | No public universal Soroban minimum. Historical 2024 records include $25 million for Soroban Opportunities Master and $5 million for Long Only Equity and Decarbonization Beneficiaries master vehicles; those figures are historical and vehicle-specific. | — | Open | No public universal redemption schedule. Soroban's private funds use vehicle-specific lockup, notice, gate, transfer and redemption provisions; large public-equity or option positions do not establish daily investor-level liquidity. | — |
| SpeedTrader | Online Brokerages | Product-specific. Current U.S. account-opening and ActiveWeb references are $2,500, while SpeedTrader Pro uses $10,000; a separate $30,000 day-trading FAQ reference is not internally consistent with the current post-2026 rule environment and should not be treated as a universal regulatory minimum. | — | Open | Standard active-brokerage liquidity: stocks, ETFs and options can generally be closed subject to market conditions, short-locate availability, margin, execution and settlement. Cash withdrawal depends on settled funds and the applicable clearing relationship; immediate liquidity is not guaranteed. | — |
| Squarepoint Capital | Private Markets & Alternative Investments | No current public universal Squarepoint minimum. A historical November 2024 vehicle reference of $10 million is vehicle-specific and must not be presented as the current managerwide threshold. | — | Open | No public universal redemption schedule. Squarepoint private vehicles use fund-specific lockup, notice, gate, transfer and redemption terms; systematic trading in liquid markets does not create daily investor-level liquidity. | — |
| SRS Investment Management | Private Markets & Alternative Investments | No current public universal SRS minimum. Current regulatory materials establish private pooled-fund access but do not publish one managerwide subscription threshold; the applicable fund documents control. | — | Open | No public universal redemption schedule. SRS private vehicles use fund-specific lockup, notice, gate, transfer and redemption provisions; visible public-equity holdings do not establish daily fund-level investor liquidity. | — |
| Standpoint Multi-Asset Fund | Futures Trading | Share-class specific. Institutional shares (BLNDX) require $25,000 initially, while Investor shares (REMIX) require $2,500; both currently show $0 additional-investment minimums. Do not present either initial threshold as fundwide. | — | Open | Open-end mutual-fund liquidity rather than ETF intraday trading. Shares are purchased or redeemed at the applicable NAV under fund/intermediary procedures; futures, derivatives and extraordinary market conditions can still affect implementation and transaction timing. | — |
| Starboard Value | Private Markets & Alternative Investments | No current public universal Starboard minimum. Current regulatory materials establish private funds and managed-account capability but do not publish one managerwide subscription threshold; the applicable vehicle or account agreement controls. | — | Open | No public universal liquidity schedule. Private funds use vehicle-specific lockup, notice, gate, transfer and redemption terms, and managed accounts follow their own agreements; public stock holdings do not create daily liquidity for pooled-fund investors. | — |
| StartEngine | Startup Crowdfunding | Each campaign sets its own minimum investment; there is no universal platform minimum. The current StartEngine IRA vehicle minimum is $2,000, separate from an offering's own minimum. | Investors generally pay a processing fee of about 3.5% of the investment, capped at $700 and offering-specific. Current 2026 StartEngine educational materials reference an issuer Reg CF commission of 8.5% of capital raised, with equity. Venture Club costs $275 per year and includes 10% bonus shares on eligible campaigns and a 20% discount on secondary selling fees. | Open | StartEngine Marketplace is an SEC-regulated ATS operated by StartEngine Primary, trading 10:00 a.m.–12:00 p.m. Pacific Time on trading weekdays. Only eligible securities list, an active market may never develop and liquidity is not guaranteed. | Reg CF securities generally carry federal transfer restrictions for the first year, subject to statutory exceptions, and private securities should be treated as multi-year holdings even where Marketplace exists. |
| Stash | Online Brokerages | No minimum deposit is currently required to open Stash personal brokerage, custodial, retirement or discretionary managed accounts. Current disclosures require at least $0.01 to maintain personal/custodial/retirement accounts and $5 to maintain a discretionary managed account; consumer pages commonly use $5 as the practical starting investment reference. | — | Open | Brokerage liquidity is window-based rather than continuous intraday execution: Stash processes market transactions through four trading windows each weekday, so displayed prices are not guaranteed execution prices. Cash access also depends on trade settlement and account processing; integrated crypto uses a separate Bakkt relationship. | — |
| Steward | Private Markets & Alternative Investments | $100 current minimum for the open Steward Regenerative Capital offering. Individual Steward loan participations or future campaigns can set different minimums, so $100 should not be treated as a permanent platformwide threshold. | — | Open | Private-loan liquidity, not daily liquidity. Individual projects are generally expected to be held through maturity; Steward Regenerative Capital currently offers an early-withdrawal process after the initial period with roughly three months' notice, but there is no public secondary market or instant redemption. | — |
| Stoic AI | Trading & Research Platforms | Strategy- and exchange-specific. Current materials cite about $500 as a starting reference and $1,000 as a recommended amount, with some Coinbase/Hyperliquid options around $500 and other combinations generally requiring $1,000 or more; no universal strategy minimum applies. | — | Open | Customer funds remain at the connected exchange rather than with Stoic. Practical liquidity depends on the exchange, strategy, open positions, market depth and withdrawal rules; Stoic uses trade permission without withdrawal permission, and leveraged/futures strategies can add liquidation and margin constraints. | — |
| STRATA Trust Company | Self-Directed IRAs | No universal underlying investment minimum and no required minimum cash balance under the current STRATA reference. Individual private assets, real estate, precious-metals purchases or linked brokerage investments can impose their own minimums. | — | Open | Asset-specific. STRATA custody does not create a secondary market or redemption right for private assets, real estate or precious metals; public-market holdings follow the linked brokerage's liquidity and settlement rules, while uninvested cash uses separate bank-deposit arrangements. | — |
| Streetbeat | Robo-Advisors | No account-opening minimum. Streetbeat currently supports $0 account opening, while individual AI-generated or selected Strategies can have strategy-specific minimums; no universal strategy minimum should be stated. | — | Open | Underlying securities are held at independent brokerage/custody relationships such as Alpaca and generally follow market and settlement liquidity. Streetbeat's limited-discretion rebalancing can trade the selected Strategy, but it does not create guaranteed instant liquidity or uniform features across every linked third-party broker. | — |
| Streitwise | Real Estate Crowdfunding | No current minimum applies because the direct stock purchase plan is suspended. Any historical minimum belongs only in historical context. | Manager compensation remains an asset-management fee of 2.00% annualized on NAV, paid quarterly. Disclosures state the manager does not charge certain additional affiliate fees such as acquisition, disposition or financing fees, but the REIT still incurs property and business costs including operations and maintenance, real-estate taxes and insurance, property-management fees, general and administrative expenses, depreciation and amortization and interest costs. Reported 2025 figures include $11.46 million of rental income, $317,337 of property-management fees and $470,974 of affiliate asset-management fee. | Open | Constrained. Direct purchases, DRIP and redemptions are suspended, there is no exchange listing and no public secondary market. The company has begun evaluating possible strategic alternatives intended to provide stockholder liquidity, but no transaction is guaranteed. | Indefinite under current conditions. The stockholder redemption plan is suspended and there is no public exchange listing. |
| Summit Financial | Robo-Advisors | Program-specific. Current Form CRS states minimums can range from $0 to $1,000,000 depending on the selected advisory program; neither endpoint is a universal Summit Financial account minimum. | — | Open | Portfolio- and program-specific. Public securities and funds generally follow market or fund liquidity, while alternative investments and outside-manager products can impose their own lockups, redemption limits, transfer restrictions or delayed valuations. | — |
| Summit Trail Advisors | Robo-Advisors | No current account or relationship-size minimum. Summit Trail's high-net-worth positioning is a target-client profile rather than a contractual minimum, and individual private funds or products can still impose their own thresholds. | — | Open | Portfolio-specific. Public securities generally follow market or fund liquidity, while private funds and alternatives can impose separate lockups, redemption limits, transfer restrictions and valuation delays; no universal daily-liquidity promise applies. | — |
| Sweater | Private Markets & Alternative Investments | $500 current initial minimum and $50 subsequent minimum for the Cashmere Fund; the fund can waive or change stated minimums. | — | Open | Interval-fund liquidity rather than daily redemption. The Cashmere Fund currently conducts semiannual repurchase offers targeted at 5% of outstanding shares, subject to the fund's terms and possible proration, with tiered early-repurchase fees through day 545. A repurchase request is not equivalent to guaranteed on-demand cash. | — |
| Taconic Capital Advisors | Private Markets & Alternative Investments | No public universal Taconic minimum. Current private-fund references include about $1 million minimums for named credit/dislocation vehicles, but those thresholds are vehicle-specific and the applicable offering documents control. | — | Open | Vehicle- and strategy-specific. Public credit and merger-arbitrage positions can be relatively liquid, while private and distressed credit can be materially less liquid; investor redemption, lockup, gate and transfer terms depend on the applicable Taconic vehicle. | — |
| tastyfx | Forex Trading | Standard: $0 account minimum. Zero+: $0 account minimum. Prime: $50,000 account minimum. | Standard: $0 commission with a 0.8-pip minimum spread reference, including a 0.8-pip current EUR/USD minimum. Zero+: $5 per lot with a 0.0-pip minimum spread reference on a smaller set of heavily traded pairs. Prime: $0 commission with a 0.6-pip minimum spread reference, a $50,000 minimum and cash interest up to 8% APY under current terms as of 2026-09-04. Volume rebates can reach up to 15% under current program terms. Overnight funding can apply on all account types. | Open | Leveraged off-exchange spot forex with tastyfx as dealer; spreads are variable. | No holding period. Positions open after the applicable daily cutoff can incur overnight funding. |
| tastytrade | Options Trading | $0 minimum to open a standard cash or margin brokerage account. Product and strategy requirements remain separate; for example, margin borrowing privileges require applicable equity and certain futures or IRA strategies can have their own requirements. | — | Open | Product-specific brokerage liquidity. Stocks and ETFs trade in their applicable markets, while options, futures and crypto have their own market hours, spreads, settlement or transfer rules and buying-power constraints. Cash access depends on settled/available funds and account rules rather than a universal instant-withdrawal promise. | — |
| TCI Fund Management | Private Markets & Alternative Investments | No current public universal TCI minimum. A $5 million minimum reference for The Children's Investment Master Fund comes from a June 2024 private-fund schedule and is historical and vehicle-specific, not a current managerwide threshold. | — | Open | No current public universal liquidity schedule. TCI's private-fund interests use vehicle-specific redemption, notice, lockup, gate and transfer terms; publicly traded portfolio holdings do not establish daily investor-level fund liquidity. | — |
| The Baupost Group | Private Markets & Alternative Investments | No public universal Baupost minimum. Baupost states that its partnerships are generally closed to new capital, so publishing a generic subscription minimum would imply an access path that is not currently offered. | — | Open | No universal investor liquidity schedule is publicly stated. Baupost partnerships and private investments use vehicle-specific withdrawal, lockup, notice and transfer provisions, and portions of the portfolio can be intentionally illiquid or held for long periods. | — |
| The Entrust Group | Self-Directed IRAs | Not established in the current canonical source registry. | Current 2026 schedule: $50 account establishment per new self-directed account; annual recordkeeping of $219 for one asset or $329 for two or more assets when non-cash asset value is under $50,000; plus 0.17% on non-cash asset value above $50,000, capped at $2,299 annually. Transaction charges are separate: real-estate purchase, sale or exchange $175, real-estate notes $175, real estate with a non-recourse loan $250, other alternative-asset purchase, sale or funding $105, precious metals and selected crowdfunding processing $0, ACH $0, check $10, wires $30, cashier's check $30, overnight delivery reference $40, asset re-registration $100, rush processing $150 and account termination $250. | Open | Private assets such as real estate, private company stock, LP interests and promissory notes can be hard to value and sell. The custodian cannot manufacture liquidity. | Determined by the underlying alternative asset rather than by the administrator. |
| The Mather Group | Robo-Advisors | $1 million general account minimum, waivable at The Mather Group's discretion. The threshold is separate from the firm's broader 0.25%-2.00% Form CRS fee range and from service-level or acquired-client pricing. | — | Open | Portfolio-specific. Public securities generally follow market or fund liquidity, while private equity, private credit, private real estate and semi-liquid private investments can impose product-specific holding periods, redemption limits, transfer restrictions and delayed valuations. | — |
| Third Point | Private Markets & Alternative Investments | No universal Third Point minimum. Current and recent vehicle references include about $10 million for Third Point Master Fund and Ultra Master Fund, $5 million for Corporate Credit Opportunities and $500,000 for an insurance-dedicated vehicle; each remains vehicle-specific. | — | Open | No managerwide liquidity schedule. Third Point's private funds and strategy vehicles use product-specific lockups, notice periods, gates, transfers and redemption terms, which can differ materially across equity, credit, private-credit and venture exposures. | — |
| TIAA Brokerage | Online Brokerages | $0 retail brokerage opening minimum, $0 minimum balance and $0 account maintenance charge. Employer-plan brokerage windows can impose separate plan-specific transfer or investment minimums and must not be applied to the ordinary retail account. | — | Open | Holding-specific brokerage liquidity. Exchange-traded stocks, ETFs and options follow their markets and settlement rules; mutual funds transact under fund pricing/redemption rules, and bonds or other fixed-income securities can have less continuous secondary liquidity. Cash availability depends on settled funds and account rules. | — |
| Tickeron | Trading & Research Platforms | No Tickeron investment-capital minimum. Tickeron is a subscription research and signal platform rather than a broker or custodian; current promotional subscription prices are software-access costs, while any capital needed to act on signals is determined by the user's separate brokerage account and trades. | — | Open | Tickeron does not custody assets or provide current direct brokerage execution for customer accounts. Liquidity therefore depends on the securities and the user's separate broker; virtual-account and robot results are simulated and do not create withdrawal or redemption rights. | — |
| Tiger Global Management | Private Markets & Alternative Investments | No universal Tiger Global minimum. Current references include about $1 million for Tiger Global L.P. and $10 million for Tiger Global Crossover Master; those amounts are vehicle-specific and do not establish one firmwide threshold. | — | Open | Vehicle-specific. Public-equity strategies can hold liquid securities, while crossover and private-equity vehicles can have multi-year holding periods, capital-call or distribution mechanics, transfer restrictions and limited redemption rights. | — |
| Tilden Park Capital Management | Private Markets & Alternative Investments | No current public universal Tilden Park minimum. A $5 million minimum for Tilden Park Investment Master Fund comes from a March 2024 private-fund schedule and is historical and vehicle-specific, not a current managerwide threshold. | — | Open | No universal public liquidity schedule. Tilden Park private vehicles use fund-specific lockup, notice, gate, transfer and redemption provisions, and structured products, mortgages and relative-value credit can be less liquid than ordinary public securities. | — |
| Titan | Robo Advisors | $500 standard minimum for individual taxable, Traditional IRA and Roth IRA accounts. Strategy-specific minimums can be higher, including $20,000 for Direct Indexing, so $500 is not universal across every Titan product. | — | Open | Portfolio-specific. Standard marketable securities follow brokerage settlement, while interval funds and other alternatives can have periodic repurchase windows, transfer limits and delayed redemption. Titan's ARK Venture Fund access, for example, uses quarterly repurchase mechanics rather than daily liquidity. | — |
| Tolleson Private Wealth Management | Robo-Advisors | $20 million general advisory minimum, waivable. The threshold applies to the private-wealth relationship and is separate from product, private-fund or family-office service economics. | — | Open | Portfolio-specific. Public securities and fixed-income holdings generally follow market or fund liquidity, while affiliated private funds and outside alternative managers can impose lockups, capital calls, redemption limits, transfer restrictions and delayed distributions. | — |
| Trade Ideas | Trading & Research Platforms | No Trade Ideas investment-capital minimum. Trade Ideas is research and execution software; current Standard and Premium subscriptions are software costs, while a compatible external broker determines account funding, margin and order-size requirements for live trading. | — | Open | Trade Ideas does not custody customer assets. Live liquidity depends on the connected brokerage, security, market depth, order handling and settlement; paper simulation and backtests do not establish live execution or withdrawal availability. | — |
| TradersPost | Trading & Research Platforms | No TradersPost trading-capital minimum. TradersPost is a signal-routing and automation layer; subscription pricing is separate from the capital, margin, order-size and eligibility requirements imposed by the connected broker, exchange or prop-firm account. | — | Open | TradersPost is non-custodial. Liquidity and cash access depend on the connected broker or exchange, underlying instrument, open positions, margin, settlement and withdrawal rules; webhook automation does not guarantee fills or immediate liquidity. | — |
| TradeSanta | Trading & Research Platforms | No universal TradeSanta trading-capital minimum. Required capital depends on the connected exchange, asset, bot type, grid or DCA settings, futures leverage and exchange order minimums; TradeSanta subscription pricing is a separate software cost. | — | Open | Customer assets remain at connected exchanges rather than with TradeSanta. Practical liquidity depends on the exchange, asset, open bot orders or positions, market depth, funding or margin and withdrawal rules; TradeSanta does not require withdrawal permission for its trading API connection. | — |
| TradeStation | online-brokerages | No stated brokerage account minimum; margin privileges require $2,000 minimum equity where applicable | — | Open | Product-specific brokerage liquidity. Stocks, ETFs and listed options depend on their public markets; futures and futures options use separate contract markets, margin and settlement mechanics; fixed income can be less liquid than exchange-traded securities. Cash withdrawals depend on settled available funds and account requirements, not a universal instant-liquidity promise. | — |
| TradeUP | Online Brokerages | No general account-opening minimum is established in the current supplied materials. Product-specific thresholds apply instead: margin requires more than $2,000 of account equity, while the Cash+ idle-cash program can participate with as little as $0.01; neither figure is a universal brokerage minimum. | — | Open | Standard brokerage liquidity. Stocks, ETFs and options can generally be sold subject to market conditions, extended-hours eligibility and settlement; cash withdrawals depend on settled funds and account processing, while margin and securities-lending participation can affect immediately available balances. | — |
| TradeZero | Online Brokerages | $2,500 current ordinary U.S. account minimum reference. Some account types can require more, and the post-2026 intraday-margin framework has separate regulatory and house requirements, so $2,500 should not be applied to every TradeZero account. | — | Open | Standard active-brokerage liquidity for stocks, ETFs and options, subject to market depth, short-locate availability, margin, execution and settlement. Cash withdrawals depend on settled funds and Apex processing; hard-to-borrow short positions can add locate and overnight-borrow constraints. | — |
| Tradier | Options Trading | $0 brokerage account minimum. The current dedicated Tradier Futures page states a $2,000 futures account minimum and a Pro or Pro Plus plan requirement. | Lite: $0/month with $0.35 per stock trade and $0.35 per equity/ETF or single-listed index option contract. Pro: $10/month with $0 stock and equity/ETF option commissions and $0.35 per index-option contract. Pro Plus: $35/month with $0 stock and equity/ETF option commissions and $0.10 per index-option contract. Assignment/exercise is $9 on Lite and Pro and $5 on Pro Plus. Exchange, clearing and regulatory charges apply. | Open | Exchange-traded securities, options and futures liquidity through the applicable market. | No holding period. Accounts support active trading. |
| TradingView | Trading & Research Platforms | No account minimum. TradingView is not a brokerage; a free plan is available and paid plans are subscription based. | Free plan at $0. Current annual-billing monthly equivalents as of September 4, 2026: Essential $12.95, Plus $29.95, Premium $59.95, Ultimate $199.95. Real-time exchange data for some markets is a separate cost. | Open | Not applicable. TradingView does not hold customer assets. | Not applicable. TradingView is software, not an investment product. |
| Transtrend | Futures Trading | No universal Transtrend minimum. Current access references vary by route: about $25 million for DTP Standard Risk USD, $10 million for DTP Enhanced Risk USD and $1 million for an Enhanced Risk UCITS route; each remains program- or vehicle-specific. | — | Open | Route-specific. Transtrend Fund Alliance materials reference monthly liquidity for the applicable Luxembourg fund route, while managed-account and other vehicle terms can differ; margin, open derivatives and governing documents control actual withdrawal timing. | — |
| TrendSpider | Trading & Research Platforms | No account minimum. TrendSpider is subscription software, not a brokerage. | Current undiscounted plan bands begin at roughly $54-$89/month (Standard), $91-$149/month (Premium), $122-$199/month (Enhanced) and $214-$349/month (Advanced). Pricing is promotion-sensitive. Extra data: CME/NYMEX/COMEX/CBOT futures $7.50/month non-professional, OPRA options $9.50/month non-professional, U.S. equity data for FINRA/SEC professionals $29/month. | Open | Not applicable. TrendSpider does not hold customer assets. | Not applicable. TrendSpider is software, not an investment product. |
| Trian Fund Management | Private Markets & Alternative Investments | No public universal Trian minimum. A July 2026 reference of $10 million for Trian Partners, Ltd. is vehicle-specific and does not establish the managerwide threshold. | — | Open | No universal public redemption schedule. Trian private vehicles use fund-specific lockup, notice, transfer and redemption terms, and concentrated positions or private transaction exposure can make liquidity materially different from the underlying listed shares. | — |
| Truepoint Wealth Counsel | Robo-Advisors | Service-specific rather than universal. Foundational Wealth is designed around $1 million+, True Wealth generally recommends about $3 million+, Family Office is around $30 million+, and Commas has no required account minimum; the $3 million True Wealth reference is not an absolute hard minimum. | — | Open | Portfolio-specific. Public securities generally follow market or fund liquidity, while private equity and other private investments can impose long holding periods, transfer restrictions, valuation delays and limited or no redemption rights. | — |
| Tudor Investment Corporation | Private Markets & Alternative Investments | No public universal Tudor minimum. A current $100,000 minimum reference for Tudor Global Fund L.P. is vehicle-specific, and substantial related-person ownership further limits its usefulness as a public access benchmark. | — | Open | No universal managerwide liquidity schedule. Tudor's private vehicles use fund-specific lockup, notice, gate, transfer and redemption terms; liquid futures, currencies, equities or other macro instruments inside a fund do not establish daily investor-level liquidity. | — |
| Two Sigma | Private Markets & Alternative Investments | No universal Two Sigma minimum. Current and recent private-fund records include approximately $1 million minimum references for named vehicles as well as $0 fields on certain master portfolios; those fields remain vehicle-specific and do not establish public retail access. | — | Open | No universal managerwide liquidity schedule. Two Sigma private funds use vehicle-specific redemption, notice, lockup, gate and transfer provisions; the liquidity of underlying traded instruments does not create daily investor-level liquidity. | — |
| U.S. Bancorp Advisors Self-Directed Investing | Online Brokerages | $0 account-opening minimum for the self-directed brokerage. Individual funds, bonds, options, margin privileges or other investments can have their own requirements, so the $0 opening minimum does not imply every investment can be purchased with no capital. | — | Open | Standard brokerage liquidity. Marketable securities can generally be sold subject to market conditions, order execution and settlement; withdrawals depend on settled cash, account restrictions and U.S. Bancorp Advisors processing. Mutual funds, bonds and other products can have their own trading or settlement conventions. | — |
| Unchained IRA | Self-Directed IRAs | No minimum is required for an IRA transfer, rollover or annual contribution, but Unchained's trading desk currently requires a $2,000 minimum for each bitcoin trade. The $2,000 figure is a transaction minimum, not an IRA-opening or funding minimum. | — | Open | Bitcoin can be sold through Unchained's trading desk subject to the $2,000 trade minimum, signing requirements and bitcoin-network settlement. Sale proceeds are credited to the IRA cash balance, and USD withdrawals or IRA distributions remain subject to Fortis Bank processing; in-kind bitcoin distributions require the applicable IRA paperwork and key signatures. | — |
| Uphold | Crypto Exchanges & Platforms | Fractional stock investing from $5. The USD Interest Account is referenced with a $1 minimum to start. | Uphold's service-fee schedule, updated July 1, 2026, describes typical U.S./U.K./Europe trading ranges of under 0.25% for most stablecoins, 0.3% for major market FX, 2.05%-2.20% for BTC and ETH, 2.85%-3.80% for altcoins, and 2.35%-3.40% for precious metals. These are not guaranteed fixed commissions: pricing depends on user location, payment method, asset, trade size, external trading costs, network fees, liquidity and volatility, and the trade preview displays the final applicable amount. Qualifying conversions among USD and major USD-based stablecoins can receive 1:1 parity for the first $20,000 of rolling monthly volume while market parity remains within the stated tolerance; above the cap or outside those conditions, standard pricing can apply. The securities fee schedule effective July 21, 2026 states $0 equity trade commissions and $0 fractional share commissions, with Uphold Securities currently absorbing the listed SEC/FINRA regulatory transaction fees; other service fees can still apply. Flexible Staking charges up to 50% of rewards depending on the asset, with displayed estimated APY shown net of Uphold commission. | Open | Cross-asset conversion is available through the quote-based interface. Equity trading during the beta launch is listed at standard market hours. Staking is subject to program terms and jurisdictional availability. | No stated holding period for crypto, stocks or metals; the USD Interest Account is listed with no stated lockup and staking is subject to program terms. |
| UpMarket | Private Markets & Alternative Investments | Current pre-IPO pages commonly display a $50,000 reference minimum. Minimums vary by offering and $50,000 is not a universal platform minimum. | No account-creation or browsing fee. Investor fees vary by investment and can include a subscription fee at investment, management/administration fees and other offering-specific charges. Upmarket Securities can also receive compensation in connection with private offerings from issuers or managers. The exact economics belong in the offering documents; there is no single universal platform fee percentage. | Accredited only | No daily liquidity and no guaranteed secondary market or exit. Pre-IPO exit routes are sale in the private secondary market or holding through an IPO or acquisition, both subject to transfer restrictions, company approval, ROFR where applicable, market demand and offering terms. | Multi-year; exit timing is unpredictable and investors should expect a multi-year holding period. |
| Upright | Real Estate Crowdfunding | Product-specific. Current public references include $5,000 for individual project notes, $1,000 for Pre-Fund, and $15,000 for Horizon and Blueprint. No single Upright minimum applies across all note and fund products. | — | Open | No secondary market and no daily liquidity. Investors should generally be prepared to hold notes or fund interests through maturity or longer if an underlying loan is extended or enters workout; current Pre-Fund/PFNF updates also show that expected liquidity can be delayed and is not guaranteed. | — |
| ValueAct Capital | Private Markets & Alternative Investments | No universal ValueAct minimum. Current vehicle records include approximately $5 million for ValueAct Capital Master Fund, $50 million for ValueAct Strategic Global Master Fund and $10 million for ValueAct Strategic Master Fund V; those thresholds remain vehicle-specific. | — | Open | No universal managerwide redemption schedule. ValueAct's private vehicles use fund-specific lockup, notice, redemption, gate and transfer terms; long holding periods and concentrated positions can also make portfolio liquidity differ from ordinary diversified public-equity exposure. | — |
| Vanguard | Platform Reviews | No minimum to open a Vanguard brokerage account. Vanguard ETF fractional investing starts at $1; a typical Admiral share minimum is $3,000 but varies by fund. Digital Advisor starts at $100. | $0 online stock, ETF and Vanguard mutual fund commissions under the schedule effective July 10, 2026. Options carry a $0 base commission plus $1 per contract below $1 million in qualifying assets, with limited commission-free contracts at higher tiers. Broker-assisted trades add $25 where applicable. | Open | Exchange-traded securities trade during market hours with an after-hours session to 5:30 PM ET for eligible securities; mutual funds transact at NAV under fund rules. | Oriented to long-term holding periods; public securities remain liquid in their markets. |
| Vaulted | Private Markets & Alternative Investments | No fixed universal current purchase minimum is published. Vaulted supports small-dollar fractional-bar purchases, while its governing agreement reserves the right to impose a small minimum purchase requirement; educational examples should not be converted into a permanent $10 or other platformwide minimum. | — | Open | Vaulted facilitates purchases and sales through its precious-metals dealing process rather than a public exchange. Execution price and timing depend on current wholesale-market conditions and the platform's order process; cash withdrawals also depend on payment and settlement procedures, so immediate or guaranteed liquidity should not be implied. | — |
| Venturi Private Wealth | Robo-Advisors | $2.5 million preferred account minimum, with smaller relationships accepted at Venturi's discretion. The threshold is a preferred wealth-management minimum rather than an absolute rejection rule. | — | Open | Portfolio-specific. Public securities generally follow market or fund liquidity, while affiliated private funds and other private investments can impose lockups, capital calls, redemption limits, transfer restrictions, delayed valuations or multi-year holding periods. | — |
| Verition Fund Management | Private Markets & Alternative Investments | No universal Verition minimum. Current private-fund records include $5 million references for named feeder or fund vehicles alongside $0 fields for certain master funds; the $0 fields do not indicate retail access and all terms remain vehicle-specific. | — | Open | No universal managerwide liquidity schedule. Verition private funds use vehicle-specific redemption, notice, lockup, gate and transfer provisions; liquid underlying trading strategies and dynamic capital allocation do not create daily investor withdrawals. | — |
| Viking Global Investors | Private Markets & Alternative Investments | No universal Viking minimum. Current references include approximately $5 million for Viking Global Equities Master, Viking Global Opportunities Master and Viking Long Fund Master, while other vehicles can differ; each threshold remains vehicle-specific. | — | Open | Strategy- and vehicle-specific. Public-equity holdings can be liquid at the position level, while private equity, structured capital and pooled private funds can have multi-year holding periods, capital calls, transfer restrictions and fund-specific redemption terms. | — |
| Vinovest | Art & Collectibles | Vinovest's live pricing page currently lists a $2,000 Starter minimum, while several current help pages continue to quote $1,000; this is a first-party source conflict and investors should confirm the live funding requirement at checkout before depositing. Current American whiskey offerings can begin around $1,750, and Scotch cask pricing remains offering-specific. The marketplace has no minimum account deposit. | Managed wine annual fees are 2.85% (Starter, $2,000), 2.70% (Plus, $10,000), 2.50% (Premium, $50,000) and 2.25% (Grand Cru, $250,000). Managed whiskey annual fees are 2.50%, 2.35%, 2.15% and 1.90% by tier and must not be merged with the wine schedule. The marketplace charges a 2.5% buy fee with three months of storage included, a 1.0% sell fee and 1.5% storage after the included period. Manual early listing from a managed portfolio carries a 1.5% fee when the listing sells. Late storage and insurance terms reference 1.5% interest, account suspension after 90 days, possible liquidation after 180 days and a possible 15% liquidation discount. | Open | Wine and whiskey are long-term assets. A marketplace listing does not guarantee a buyer, there is no daily liquidity and displayed portfolio values are estimates rather than guaranteed cash exit prices. | Current Vinovest guidance describes fine wine as roughly a five-to-ten-year asset, with some guidance referring to seven-to-ten-year ideal windows. American whiskey references approximately three to six years and broader whiskey guidance approximately four to seven years; Scotch casks can require longer. These are planning references, not contractual maturity dates. |
| Virtus AlphaSimplex Managed Futures Strategy Fund | Futures Trading | Share-class and channel specific. Class A and C generally require $2,500 initially, with $100 IRA/systematic references; Class I generally requires $100,000; eligible R6 plan or omnibus channels can have no stated minimum, while certain other institutional R6 channels can require $2.5 million. No one figure is fundwide. | — | Open | Open-end mutual-fund liquidity. Shareholders buy or redeem at the applicable NAV under prospectus and intermediary procedures rather than trading intraday like an ETF; derivatives, market stress and intermediary cutoffs can still affect transaction timing and implementation. | — |
| Voloridge Investment Management | Private Markets & Alternative Investments | No current public universal Voloridge minimum. Current first-party and regulatory materials establish a private-fund platform but do not publish one managerwide subscription threshold; private-fund offering and subscription documents control. | — | Open | No public universal redemption schedule. Voloridge's private pooled funds use fund-specific lockup, notice, gate, transfer and redemption provisions; a quantitative portfolio containing liquid securities does not establish daily investor-level liquidity. | — |
| Walleye Capital | Private Markets & Alternative Investments | No current public universal Walleye minimum. Walleye's website and current regulatory profile establish private investment vehicles and outside-capital access but do not publish one managerwide subscription threshold; confidential offering documents control. | — | Open | No universal public liquidity schedule. Walleye private vehicles use fund-specific lockup, notice, gate, transfer and redemption provisions, while options, volatility, derivatives and short exposures can create liquidity characteristics not visible in a long-equity filing. | — |
| Waverly Advisors | Robo-Advisors | No firmwide AUM minimum. Waverly can instead impose negotiable annual minimum advisory fees, generally $5,000-$20,000 for individual relationships, while retirement-plan arrangements can use different minimum-fee ranges. | — | Open | Portfolio-specific. Public securities generally follow market or fund liquidity, while private funds and other alternatives can impose lockups, redemption limits, transfer restrictions and delayed valuations; Waverly does not provide one universal daily-liquidity promise. | — |
| Wealth Enhancement Group | Robo-Advisors | $25,000 general relationship minimum. Certain investment programs and outside separately managed account managers can require substantially more, so higher program thresholds must not replace the general consumer relationship minimum. | — | Open | Portfolio- and program-specific. Marketable securities and funds generally follow their normal trading and settlement rules, while separate-account managers and any less-liquid products can impose their own restrictions. Cash availability also depends on the applicable custodian, settlement and account terms. | — |
| Wealthfront | Platform Reviews | $500 for Automated Investing; $1 for Stock Investing and the Cash Account; $20,000 for S&P 500 Direct; $100,000 for US Direct Indexing; $500,000 for Smart Beta. | Automated Investing: 0.25% annually. Stock Investing: $0 advisory fee and $0 commissions. Automated Bond Portfolio and Automated Bond Ladder: 0.25%. S&P 500 Direct: 0.09% with a $20,000 minimum. US Direct Indexing: 0.25% with a $100,000 minimum. Smart Beta: 0.25% with a $500,000 minimum. Cash Account: $0 account fees. Portfolio Line of Credit borrowing is interest-bearing. | Open | Listed ETFs, stocks and Treasuries with standard market liquidity; the Cash Account is day-to-day liquid. | Designed for long-horizon, automated holding rather than active trading. |
| Wealthspire Advisors | Robo-Advisors | No firmwide relationship minimum. Program-specific minimums can apply, including a $100,000 waivable minimum for the Prosperity service lane; fixed annual arrangements generally reference a $5,000 minimum fee, which is a fee floor rather than an asset minimum. | — | Open | Portfolio-specific. Public securities generally follow market or fund liquidity, while private funds and illiquid assets can have limited redemption rights, transfer restrictions and delayed valuations; separate-account managers can also use strategy-specific liquidity terms. | — |
| Webull | Platform Reviews | Webull states that its standard brokerage platform has no account minimum. | $0 commissions for eligible U.S. stocks and ETFs. Stock and ETF options generally have $0 contract fees, while certain index options are $0.50 per contract and oversized option orders can carry charges. Crypto pricing currently incorporates a 1% spread on many trades. | Open | Public securities depend on exchange liquidity; crypto execution and spreads vary by market conditions. | Market-dependent; public securities generally liquid during market hours. |
| Wefunder | Startup Crowdfunding | Community Round participation is commonly marketed starting around $100, but the exact minimum is offering-specific and there is no universal platform minimum. | Investor transaction fees updated April 16, 2026 depend on payment method: ACH or wire 2% with an $8 minimum and $150 maximum; stablecoin 2% with an $8 minimum and no stated cap; credit card, Apple Pay or Google Pay 5.5% plus $2 with an $8 minimum total and no stated maximum. Successful Reg CF issuers are charged approximately 7.9% of the amount raised. Wefunder-sourced private-round investors face a 5% total management fee structured as 0.5% per year for 10 years plus 10% carried interest, while founder-invited investors pay no management fee or carry. | Open | No established public secondary market. Current disclosures warn that there is no established trading market for most securities and one may never develop. | Startup securities should generally be treated as long-term, illiquid holdings. Exits can include acquisition, IPO, issuer repurchase, permitted private transfer or dissolution, none guaranteed. |
| WellsTrade | Online Brokerages | $0 account-opening minimum. Individual mutual funds, fixed-income securities, margin privileges and other products can impose their own purchase or eligibility thresholds, so $0 is an account-opening reference rather than a universal investment minimum. | — | Open | Standard brokerage liquidity. Stocks, ETFs and options can generally be sold subject to market conditions and settlement, while mutual funds and fixed-income products follow their own trading and settlement conventions. Cash withdrawals depend on settled funds and Wells Fargo Clearing Services processing. | — |
| Welton Investment Partners | Futures Trading | No universal Welton minimum. Current program references include approximately $10 million for Welton Global and $25 million for Welton Trend; those figures remain tied to the named programs and must not be collapsed into one managerwide threshold. | — | Open | Program- and vehicle-specific. Futures, forwards and options can trade in liquid markets, but investor withdrawal timing depends on the selected program, account or fund, open positions, margin and governing documents; Welton publishes no universal managerwide liquidity schedule. | — |
| Whale Rock Capital Management | Private Markets & Alternative Investments | No current public universal Whale Rock minimum. The firm operates multiple private strategies and vehicles, and public Form D or fund records do not establish one managerwide subscription threshold; the applicable private offering documents control. | — | Open | No universal managerwide liquidity schedule. Public-equity portfolios can hold liquid securities, while late-stage private investments and private pooled vehicles can have multi-year holding periods, transfer restrictions and vehicle-specific redemption terms. | — |
| WhiskyInvestDirect | Art & Collectibles | There is no minimum trade amount, but trades occur in whole Litre of Pure Alcohol increments, so an investor needs enough cash to buy at least the available whole-LPA unit at the market price. | Buy commission 1.75% and sell commission 1.75% as the standard maximum order-board commission on each side, with no percentage tier based on account value. Effective January 1, 2026 storage and insurance cost GBP0.227 per LPA per year with a GBP3 monthly minimum charge, billed monthly. Qualifying Regular Investors can receive a GBP0.02 per LPA rebate, referenced as effective storage of GBP0.207 per LPA per year. U.S. ACH withdrawals reference a $10 fee, and other methods or currencies can use SWIFT and bank fees. | Open | Order-board execution depends on matching buyers and sellers and is not guaranteed. Cash settles into the WhiskyInvestDirect account after a sale, but that does not mean the whisky market itself is continuously liquid. | No fixed maturity. Maturing Scotch has no contractual maturity date, and the investor chooses when to sell subject to market demand, order-board liquidity and price. |
| Willow Wealth (formerly Yieldstreet) | Platform Reviews | Direct investments typically begin at $5,000 with $1,000 increments (offering-specific); Willow 360 managed portfolios begin at $25,000. | Willow 360: 1.25% annual advisory fee plus approximately 0.175% underlying expenses (approximately 1.425% combined headline cost before other underlying, transaction and offering-specific expenses). Individual offerings and third-party funds carry offering-specific economics disclosed in their own documents; no universal platform fee percentage applies. | Accredited only | Direct private offerings are highly illiquid with transfer restrictions and no guaranteed early exit. Third-party evergreen funds may offer periodic, limited liquidity that is offering-specific. Willow 360 restricts liquidity in the first year, then allows a liquidation election whose timing depends on the underlying funds. Willow Wealth Markets LLC supports an affiliated secondary market only for certain qualifying real-estate private-fund interests; there is no universal secondary market. | Multi-year; treat committed capital as unavailable on short notice |
| Winton Managed Futures Trend Fund | Futures Trading | Share-class specific and waivable: Class A (EVOAX) currently has a $2,500 initial minimum and $250 subsequent minimum, while Class I (EVOIX) has a $100,000 initial minimum and $250 subsequent minimum. The $100,000 Class I threshold is not the fundwide minimum. | — | Open | Daily mutual-fund liquidity on applicable NYSE business days, with purchases and redemptions processed under the fund's prospectus and NAV mechanics. Daily share liquidity does not eliminate leverage, derivative, futures or trend-strategy risk. | — |
| WisdomTree Managed Futures Strategy Fund | Futures Trading | No fund-imposed subscription minimum is published for WTMF. As an exchange-traded ETF, investors generally buy shares through a brokerage subject to the share price and any broker-specific fractional-share or order-size rules. | — | Open | Exchange-traded intraday liquidity. WTMF shares trade in the secondary market at prices that can differ from NAV, so execution depends on bid/ask spreads and market depth; underlying futures and bitcoin-related instruments retain their own liquidity and derivatives risks. | — |
| Woodline Partners | Private Markets & Alternative Investments | No current public universal Woodline minimum. Woodline's public site and current regulatory materials establish private-fund access but do not publish one managerwide subscription threshold; the applicable Woodline or Spire fund offering and subscription documents control. | — | Open | No public universal redemption schedule. Woodline and Spire are private pooled vehicles, so investor liquidity depends on the applicable fund's lockup, notice, gate, transfer and redemption provisions; liquid public-equity holdings inside a fund do not create daily investor-level liquidity. | — |
| Worthy Bonds | Private Markets & Alternative Investments | $10 current bond denomination and minimum purchase reference. Larger platform or offering limits are separate from the minimum and should not be presented as a required starting investment. | — | Open | Demand-redemption structure rather than exchange liquidity. Bondholders can request repayment under the applicable terms, but the bonds are not publicly exchange-listed, same-day redemption is not guaranteed and larger requests can be delayed; issuer liquidity and credit condition remain relevant. | — |
| WunderTrading | Trading & Research Platforms | No funding or deposit minimum is imposed by WunderTrading because customers do not deposit trading assets with the platform. Funds remain at the connected third-party exchange, and the exchange, instrument, leverage setting and order type determine any account-funding or minimum-order requirements. | — | Open | WunderTrading does not custody customer assets or control withdrawals. Trading and asset liquidity remain at the connected exchange, subject to that venue's market depth, open positions, margin, settlement, withdrawal rules and jurisdiction; WunderTrading API keys are intended to be configured without withdrawal permission. | — |
| Zacks Trade | Online Brokerages | $250 required minimum initial deposit for a new Zacks Trade account. Individual securities, mutual funds, bonds, margin privileges or other products can have their own purchase or eligibility requirements, so $250 is the account-opening minimum rather than a universal investment minimum. | — | Open | Standard brokerage liquidity through the Zacks Trade/LBMZ introducing relationship with Interactive Brokers. Marketable securities can generally be sold subject to market conditions and settlement; withdrawals depend on settled cash, open positions, margin and account controls. The current fee page allows one withdrawal per month without a Zacks Trade withdrawal fee, with stated charges for additional same-month withdrawals. | — |
| ZuluTrade | Trading & Research Platforms | No universal ZuluTrade minimum. The connected broker determines the account-funding requirement; ZuluTrade's current FAQ says a new account generally can start with as little as about $300, but broker, jurisdiction and product rules can require more. | — | Open | Customer funds remain with the connected broker rather than ZuluTrade. Deposits and withdrawals therefore follow the broker's procedures and can be affected by open positions, margin, settlement, verification, banking cutoffs and jurisdictional rules; ZuluTrade does not provide one universal withdrawal or liquidity schedule. | — |
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