Portfolio & Investment Tools

Tracking, planning and portfolio analysis software.

What this category covers

Portfolio tools aggregate holdings across accounts and provide allocation, performance, fee and planning analysis. They typically do not hold customer assets, so brokerage protections do not apply to the tool itself.

We may earn a commission if you open an account through links on this page. Our editorial analysis is independent and is never influenced by commercial partnerships. Full disclosure.

Platforms in this category (130)

Platform	Pricing	Web platform	API access
Abacus Wealth Partners	Not documented	Not documented	Not documented
Abbey Capital Futures Strategy Fund	Not documented	Not documented	Not documented
Acorns	Not documented	Not documented	Not documented
Allworth Financial	Not documented	Not documented	Not documented
alphaAI Capital	Not documented	Not documented	Not documented
Alt	Not documented	Not documented	Not documented
Altrady	Not documented	Not documented	Not documented
AMG Systematica Managed Futures Strategy Fund	Not documented	Not documented	Not documented
Angeles Wealth Management	Not documented	Not documented	Not documented
Annex Wealth Management	Not documented	Not documented	Not documented
Apella Wealth	Not documented	Not documented	Not documented
AQR Managed Futures Strategy Fund	Not documented	Not documented	Not documented
Aspect Capital	Not documented	Not documented	Not documented
Aspiriant	Not documented	Not documented	Not documented
Autopilot	Not documented	Not documented	Not documented
BakerAvenue	Not documented	Not documented	Not documented
Ballentine Partners	Not documented	Not documented	Not documented
Bartlett Wealth Management	Not documented	Not documented	Not documented
Beacon Pointe Advisors	Not documented	Not documented	Not documented
Betterment	Not documented	Not documented	Not documented
Bitsgap	Not documented	Not documented	Not documented
Brighton Jones	Not documented	Not documented	Not documented
Campbell & Company	Not documented	Not documented	Not documented
CAPTRUST	Not documented	Not documented	Not documented
Carson Wealth	Not documented	Not documented	Not documented
Catalyst/Millburn Hedge Strategy Fund	Not documented	Not documented	Not documented
Cerity Partners	Not documented	Not documented	Not documented
Chesapeake Capital	Not documented	Not documented	Not documented
Choreo	Not documented	Not documented	Not documented
Coinbase	Not documented	Not documented	Not documented
Coinrule	Not documented	Not documented	Not documented
Coldstream Wealth Management	Not documented	Not documented	Not documented
Collective2	Not documented	Not documented	Not documented
Composition Wealth	Not documented	Not documented	Not documented
Compound Planning	Not documented	Not documented	Not documented
Corient	Not documented	Not documented	Not documented
Cornix	Not documented	Not documented	Not documented
Crabel Capital Management	Not documented	Not documented	Not documented
Creative Planning	Not documented	Not documented	Not documented
Cresset	Not documented	Not documented	Not documented
Cryptohopper	Not documented	Not documented	Not documented
Curi Capital	Not documented	Not documented	Not documented
Dakota Wealth Management	Not documented	Not documented	Not documented
DUNN Capital Management	Not documented	Not documented	Not documented
Edelman Financial Engines	Not documented	Not documented	Not documented
Empower Personal Dashboard	Not documented	Not documented	Not documented
EP Wealth Advisors	Not documented	Not documented	Not documented
Evoke Advisors	Not documented	Not documented	Not documented
Facet	Not documented	Not documented	Not documented
Farther	Not documented	Not documented	Not documented
Fennel	Not documented	Not documented	Not documented
First Trust Managed Futures Strategy Fund	Not documented	Not documented	Not documented
Fisher Investments	Not documented	Not documented	Not documented
Frec	Not documented	Not documented	Not documented
Freestone Capital Management	Not documented	Not documented	Not documented
goodcryptoX	Not documented	Not documented	Not documented
Graham Capital Management	Not documented	Not documented	Not documented
Gunbot	Not documented	Not documented	Not documented
HaasOnline	Not documented	Not documented	Not documented
Halbert Hargrove	Not documented	Not documented	Not documented
HB Wealth	Not documented	Not documented	Not documented
Hightower Advisors	Not documented	Not documented	Not documented
IASG	Not documented	Not documented	Not documented
iMGP DBi Managed Futures Strategy ETF	Not documented	Not documented	Not documented
Johnson Investment Counsel	Not documented	Not documented	Not documented
Koyfin	Not documented	Not documented	Not documented
KraneShares Mount Lucas Managed Futures Index Strategy ETF	Not documented	Not documented	Not documented
KryllOS	Not documented	Not documented	Not documented
Lido Advisors	Not documented	Not documented	Not documented
LNW	Not documented	Not documented	Not documented
LoCorr Market Trend Fund	Not documented	Not documented	Not documented
Lynx Asset Management	Not documented	Not documented	Not documented
M1 Finance	Amount: $3/month; Waiver: Personal loan: Active personal loan waives fee: Yes; Total m1 assets: Threshold: $10,000; Requirement: reach threshold at least one day during applicable billing cycle; Maximum platform or ira fee: Monthly: $3; Both charged same month: No	Not documented	Not documented
Magnifi	Not documented	Not documented	Not documented
MAI Capital Management	Not documented	Not documented	Not documented
Mercer Advisors	Not documented	Not documented	Not documented
Merit Financial Advisors	Not documented	Not documented	Not documented
Mission Wealth	Not documented	Not documented	Not documented
Modera Wealth Management	Not documented	Not documented	Not documented
Moneta	Not documented	Not documented	Not documented
Morningstar Investor	Not documented	Not documented	Not documented
NewEdge Wealth	Not documented	Not documented	Not documented
OctoBot	Not documented	Not documented	Not documented
Parallel Advisors	Not documented	Not documented	Not documented
Perigon Wealth Management	Not documented	Not documented	Not documented
PIMCO TRENDS Fund	Not documented	Not documented	Not documented
Plancorp	Not documented	Not documented	Not documented
Plynk	Not documented	Not documented	Not documented
Pure Financial Advisors	Not documented	Not documented	Not documented
Qapital	Not documented	Not documented	Not documented
QMS Capital Management	Not documented	Not documented	Not documented
Range	Not documented	Not documented	Not documented
RCM Alternatives	Not documented	Not documented	Not documented
Return Stacked U.S. Stocks & Managed Futures ETF	Not documented	Not documented	Not documented
Revolution Capital Management	Not documented	Not documented	Not documented
Ritholtz Wealth Management	Not documented	Not documented	Not documented
Robertson Stephens	Not documented	Not documented	Not documented
RWA Wealth Partners	Not documented	Not documented	Not documented
Savant Wealth Management	Not documented	Not documented	Not documented
Savvy Wealth	Not documented	Not documented	Not documented
SCS Financial	Not documented	Not documented	Not documented
Seeking Alpha	Not documented	Not documented	Not documented
Sequoia Financial Group	Not documented	Not documented	Not documented
Simplify Managed Futures Strategy ETF	Not documented	Not documented	Not documented
SoFi Invest	Not documented	Not documented	Not documented
Standpoint Multi-Asset Fund	Not documented	Not documented	Not documented
Stoic AI	Not documented	Not documented	Not documented
Streetbeat	Not documented	Not documented	Not documented
Summit Financial	Not documented	Not documented	Not documented
Summit Trail Advisors	Not documented	Not documented	Not documented
The Mather Group	Not documented	Not documented	Not documented
Tickeron	Not documented	Not documented	Not documented
Titan	Not documented	Not documented	Not documented
Tolleson Private Wealth Management	Not documented	Not documented	Not documented
TradeSanta	Not documented	Not documented	Not documented
TradingView	Not documented	Not documented	Not documented
Transtrend	Not documented	Not documented	Not documented
TrendSpider	Not documented	Not documented	Not documented
Truepoint Wealth Counsel	Not documented	Not documented	Not documented
Venturi Private Wealth	Not documented	Not documented	Not documented
Virtus AlphaSimplex Managed Futures Strategy Fund	Not documented	Not documented	Not documented
Waverly Advisors	Not documented	Not documented	Not documented
Wealth Enhancement Group	Not documented	Not documented	Not documented
Wealthfront	Not documented	Not documented	Not documented
Wealthspire Advisors	Not documented	Not documented	Not documented
Welton Investment Partners	Not documented	Not documented	Not documented
Winton Managed Futures Trend Fund	Not documented	Not documented	Not documented
WisdomTree Managed Futures Strategy Fund	Not documented	Not documented	Not documented
WunderTrading	Not documented	Not documented	Not documented
ZuluTrade	Not documented	Not documented	Not documented

Abacus Wealth Partners

Households seeking comprehensive financial planning and diversified, research-based investment management, including values-aligned portfolios, without a minimum portfolio-size requirement.

Minimum: 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.
Eligibility: Open

Abbey Capital Futures Strategy Fund

Investors seeking daily-liquidity mutual-fund access to diversified managed futures plus fixed income and who can meet the applicable share-class minimum.

Minimum: $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.
Eligibility: Open

Acorns

New investors who value automation, and households wanting retirement and kid-investing tools in one subscription.

Minimum: No account-opening minimum for Acorns Invest. Current practical amount needed to begin investing is $5.
Eligibility: Open

Allworth Financial

Households seeking financial planning and managed portfolios with no standard household asset minimum, including investors who may also qualify for Allworth's higher-minimum private funds.

Minimum: 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.
Eligibility: Open

alphaAI Capital

Investors who want rules-based, AI-assisted managed portfolios in exchange-traded securities and are comfortable with active allocation changes, model risk and strategy-specific constraints.

Minimum: 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.
Eligibility: Open

Alt

Sports-card and trading-card investors who want insured vault storage, marketplace pricing data and, for high-value collections, collateral finance.

Minimum: Basic account creation is free and there is no marketplace minimum in the current source registry. Alt Lending has a $25,000 minimum loan.
Eligibility: Open

Altrady

Active crypto traders who want one API-connected interface for multiple exchanges, bots and order management while keeping custody and withdrawals at their exchange accounts.

Minimum: 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.
Eligibility: Open

AMG Systematica Managed Futures Strategy Fund

Investors seeking daily-liquidity mutual-fund access to systematic managed futures across equities, fixed income, currencies and commodities and who can meet the applicable share-class minimum.

Minimum: 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.
Eligibility: Open

Angeles Wealth Management

High-net-worth households, generally with about $5 million or more, seeking comprehensive portfolio management that can combine traditional marketable securities with selected private or alternative investments.

Minimum: 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.
Eligibility: Open

Annex Wealth Management

Individuals and families seeking fiduciary wealth management across a wide range of asset levels, from Annex Ignite clients below $500,000 to high-net-worth Private Client relationships around $5 million+.

Minimum: 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.
Eligibility: Open

Apella Wealth

Households with roughly $500,000 or more seeking financial planning and evidence-based managed portfolios, with smaller relationships potentially accepted at Apella's discretion.

Minimum: $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.
Eligibility: Open

AQR Managed Futures Strategy Fund

Investors seeking mutual-fund access to systematic managed futures across global asset classes who can meet the applicable share-class or distribution-channel requirements and tolerate derivatives, short positions and strategy volatility.

Minimum: 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.
Eligibility: Open

Aspect Capital

Qualified investors seeking systematic diversified managed-futures exposure across many global markets who can evaluate program/share-class minimums, incentive fees, derivative risk and vehicle-specific liquidity.

Minimum: 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.
Eligibility: Open

Aspiriant

High-net-worth households seeking integrated investment management, planning and tax services, including potential private-market exposure, who are comfortable with a meaningful annual fee floor and product-specific illiquidity.

Minimum: 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.
Eligibility: Open

Autopilot

Investors who want to follow a model or creator Portfolio through limited-discretionary automated trading in a linked brokerage account, can start with at least $500, and are comfortable reviewing subscription costs, strategy lag and adviser/broker conflicts.

Minimum: $500 minimum advisory account size and $500 minimum investment per selected Portfolio.
Eligibility: Open

BakerAvenue

High-net-worth households seeking planning and portfolio management together, including eligible investors considering private equity, real estate or other alternatives, who can meet or negotiate around the $1 million general minimum and evaluate layered costs and illiquidity.

Minimum: $1 million general investment minimum, negotiable. BakerAvenue's current disclosures also state a $9,500 annual minimum fee for relationships below $1 million.
Eligibility: Open

Ballentine Partners

High-net-worth and family-office households—generally starting around $4 million in liquid or investment assets—seeking integrated planning and customized portfolios, including private-market exposure, and comfortable with relationship-specific fees and liquidity.

Minimum: 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.
Eligibility: Open

Bartlett Wealth Management

Households around $2 million or more seeking integrated investment management and financial planning, including financially qualified investors considering private funds, who are comfortable with progressive AUM pricing and product-specific liquidity.

Minimum: 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.
Eligibility: Open

Beacon Pointe Advisors

Households around $1 million or more seeking discretionary wealth management and planning, including eligible investors considering private funds or interval-fund exposure, who are comfortable with layered manager/product fees and investment-specific liquidity.

Minimum: 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.
Eligibility: Open

Betterment

Investors who want automated, goal-based portfolio management with built-in tax tools and are comfortable with software-led decisions.

Minimum: $0 to open automated investing; $100,000 in eligible household investments for Premium; $10 minimum deposit for Cash Reserve.
Eligibility: Open

Bitsgap

Crypto traders who want multi-exchange Grid/DCA automation, smart orders, backtesting and AI-assisted configuration while keeping assets at connected exchanges, and who understand exchange-specific minimums, fees, API-security and market-liquidity risk.

Minimum: 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.
Eligibility: Open

Brighton Jones

High-net-worth households seeking integrated planning, discretionary management and tax coordination, including eligible clients considering private investments, who are comfortable with a minimum annual fee and holding-specific liquidity.

Minimum: 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.
Eligibility: Open

Campbell & Company

Institutional and sophisticated qualified investors seeking systematic managed-futures or multi-strategy derivatives exposure who can meet strategy-specific thresholds and tolerate leverage, derivatives risk and vehicle-specific liquidity.

Minimum: 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.
Eligibility: Open

CAPTRUST

Households seeking a large national advisory firm with planning and discretionary portfolio management, including eligible clients considering alternatives, who value no general firmwide asset minimum and can evaluate negotiated fees and holding-specific liquidity.

Minimum: 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.
Eligibility: Open

Carson Wealth

Investors seeking adviser-led discretionary portfolio management and financial planning, including high-net-worth or eligible clients considering alternatives, who are comfortable with model-specific minimums and negotiated pricing.

Minimum: 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.
Eligibility: Open

Catalyst/Millburn Hedge Strategy Fund

Investors seeking mutual-fund access to a systematic futures/FX strategy combined with a long-only equity component who value daily fund pricing and can tolerate derivatives risk and relatively high alternative-fund expenses.

Minimum: $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.
Eligibility: Open

Cerity Partners

Households with roughly $2 million or more seeking an ongoing human-adviser relationship with coordinated investment and planning services, including eligible families considering private markets or more extensive family-office support.

Minimum: 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.
Eligibility: Open

Chesapeake Capital

Sophisticated trend-following investors, QEP/qualified-client investors, institutions and family offices seeking broad global trend exposure who understand derivatives, notional funding and incentive-fee mechanics.

Minimum: 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.
Eligibility: Open

Choreo

Households near or above $1 million of investable assets seeking investment management plus planning, including business owners, tax-aware clients, held-away account management, SMAs and eligible private alternatives.

Minimum: 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.
Eligibility: Open

Coinbase

Investors who want crypto and traditional securities in one interface and are willing to understand which legal entity holds each balance.

Minimum: No account minimum; $1 minimum for eligible fractional stock orders and $1 minimum USDC balance for USDC Rewards
Eligibility: Open

Coinrule

Users who want no-code rule-based trading, 24/7 crypto automation, supported stock or ETF automation, paper trading, TradingView signals and AI-assisted strategy tools, and who are comfortable supervising API permissions and venue-specific execution.

Minimum: 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.
Eligibility: Open

Coldstream Wealth Management

Higher-net-worth households seeking portfolio management plus planning, including tax, estate, charitable, multigenerational or family-office needs, and clients comfortable with negotiated pricing and public/private investment strategies.

Minimum: 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.
Eligibility: Open

Collective2

Traders who want to automate third-party strategies in their own brokerage accounts, compare model records and use live broker execution, and who understand that model results can be hypothetical and follower fills can differ from displayed strategy performance.

Minimum: 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.
Eligibility: Open

Composition Wealth

Households seeking investment management plus financial planning, including high-net-worth and multi-family-office clients interested in public and private investment options and comfortable with third-party custody at Schwab or Fidelity.

Minimum: $500,000 general minimum relationship size, subject to waiver or reduction under the adviser's discretion.
Eligibility: Open

Compound Planning

Entrepreneurs, professionals and families seeking integrated planning and investment management, technology-enabled account monitoring, tax and estate coordination, held-away account support and optional private-market alternatives.

Minimum: 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.
Eligibility: Open

Corient

High-net-worth and ultra-high-net-worth households seeking integrated investment and wealth planning, family-office, tax, trust and multigenerational services, including eligible investors considering private funds or alternatives.

Minimum: 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.
Eligibility: Open

Cornix

Crypto traders who want hosted automation, DCA and Grid logic, Telegram/Discord/TradingView workflows, backtesting and demo states, plus businesses needing centralized multi-account trading infrastructure and comfortable with trade-authorized exchange APIs.

Minimum: 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.
Eligibility: Open

Crabel Capital Management

Institutional systematic and QEP investors seeking short- and medium-term futures/FX strategies, including momentum, mean-reversion and trend exposures, who can tolerate program-specific drawdowns and operational complexity.

Minimum: 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.
Eligibility: Open

Creative Planning

Households seeking integrated planning plus investment management, including clients with approximately $200,000 or more under management, high-net-worth households, tax-aware investors and eligible clients seeking private-market or alternative exposure.

Minimum: $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.
Eligibility: Open

Cresset

High-net-worth and ultra-high-net-worth households seeking investment management plus family-office, tax, estate, philanthropy, and public/private-market capabilities who are comfortable with negotiated fees and product-specific liquidity.

Minimum: $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.
Eligibility: Open

Cryptohopper

Crypto traders who want 24/7 rule-based automation, paper trading, backtesting, signals, Marketplace strategies, or Copy Bots and are comfortable managing exchange API permissions, subscription costs, and automated-execution risk.

Minimum: 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.
Eligibility: Open

Curi Capital

High-net-worth clients seeking integrated wealth management and planning, including eligible investors considering internally managed strategies or private funds, who can evaluate a meaningful annual fee floor and affiliated-product conflicts.

Minimum: 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.
Eligibility: Open

Dakota Wealth Management

Households seeking discretionary portfolio management and financial-planning support without a current firmwide minimum, including investors comfortable evaluating tiered advisory pricing, alternatives, and proprietary-product conflicts.

Minimum: 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.
Eligibility: Open

DUNN Capital Management

Sophisticated QEP investors and institutions seeking high-conviction systematic trend following across global futures who can tolerate substantial volatility, drawdowns, leverage, and incentive-fee economics.

Minimum: 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.
Eligibility: Open

Edelman Financial Engines

Households seeking human financial planning plus technology-enabled discretionary investment management, especially retirement-focused clients and eligible investors considering SMAs or selected alternatives who can evaluate program-specific fees, minimums, and liquidity.

Minimum: 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.
Eligibility: Open

Empower Personal Dashboard

Households with accounts at multiple institutions who want free net-worth tracking, retirement planning, allocation review and fee analysis in one place.

Minimum: 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.
Eligibility: Open

EP Wealth Advisors

Households around $500,000 or more of investable assets seeking a dedicated human adviser, planning and discretionary management, including eligible clients who may use alternatives and can evaluate layered fees and liquidity.

Minimum: $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.
Eligibility: Open

Evoke Advisors

High-net-worth and family-office clients seeking customized wealth management with public and private investment exposure who are comfortable with negotiated fees, private-fund economics and product-specific liquidity.

Minimum: 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.
Eligibility: Open

Facet

Households seeking an ongoing CFP-led relationship and fixed-dollar advisory pricing, including clients who value discretionary management and can evaluate separate sub-advisory or alternative-product costs.

Minimum: 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.
Eligibility: Open

Farther

Clients seeking a human adviser with a technology-heavy experience, multi-custodial flexibility and potential alternative-investment access who are comfortable with negotiated fees and product-specific liquidity.

Minimum: 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.
Eligibility: Open

Fennel

Investors who value portfolio analytics, shareholder voting and API access; investors who prefer a subscription model without payment-for-order-flow revenue; fractional-share investors; conventional IRA investors; developers who want programmatic trading.

Minimum: No account minimum. Fennel's current Form CRS states that the self-directed brokerage does not have account minimums.
Eligibility: Open

First Trust Managed Futures Strategy Fund

Investors seeking managed-futures exposure through a liquid ETF rather than a direct CTA account, who are comfortable with active long/short futures, leverage, collateral holdings and a 0.98% current expense ratio.

Minimum: 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.
Eligibility: Open

Fisher Investments

Investors seeking discretionary portfolio management and financial-planning support, especially households around $1 million or more of investable assets who are comfortable with asset-based fees and third-party custody.

Minimum: 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.
Eligibility: Open

Frec

taxable investors with substantial embedded gains elsewhere; investors who want direct ownership of index constituents; investors who value tax-loss harvesting; concentrated-stock holders who want gradual diversification; investors who want lower-fee direct indexing; users willing to maintain a $20,000+ strategy minimum.

Minimum: 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.
Eligibility: Open

Freestone Capital Management

Higher-net-worth households seeking comprehensive wealth management, planning and access to both traditional and alternative investments who can evaluate minimum annual fee floors and private-fund costs.

Minimum: 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.
Eligibility: Open

goodcryptoX

Crypto traders who want multi-exchange CEX/DEX automation, Grid/DCA/TradingView workflows and AI-assisted setup while retaining venue-level custody or non-custodial control and accepting crypto-market and API risk.

Minimum: 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.
Eligibility: Open

Graham Capital Management

Institutional and qualified investors seeking systematic trend, quantitative macro or discretionary global-macro exposure who can evaluate route-specific minimums, derivatives risk and liquidity.

Minimum: 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.
Eligibility: Open

Gunbot

Technically capable crypto traders who want locally controlled automation, backtesting and advanced strategy tools and are comfortable managing exchange APIs, infrastructure and strategy risk.

Minimum: 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.
Eligibility: Open

HaasOnline

Advanced crypto traders who want hosted or self-hosted automation, HaasScript, backtesting and AI/MCP-assisted development while retaining exchange custody and accepting substantial configuration and market risk.

Minimum: 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.
Eligibility: Open

Halbert Hargrove

Households seeking integrated human financial planning and portfolio management, including qualified investors considering private or interval-fund exposure, who are comfortable with progressive AUM fees and product-specific liquidity.

Minimum: 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.
Eligibility: Open

HB Wealth

Households around $1 million or more seeking fee-only planning and investment management, including eligible clients interested in private markets and families needing higher-touch family-office services.

Minimum: 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.
Eligibility: Open

Hightower Advisors

High-net-worth clients seeking a dedicated adviser practice backed by national investment, planning and family-office infrastructure and who are comfortable with practice-specific pricing and potential affiliated-manager conflicts.

Minimum: No general firmwide Hightower account minimum or minimum annual fee. Individual Advisor Practices, managers, strategies and private placements can impose their own thresholds.
Eligibility: Open

IASG

Investors comparing multiple CTA programs or building managed-futures allocations who want specialist research and monitoring and understand that minimums, fees, leverage and liquidity belong to the selected program and FCM account.

Minimum: 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.
Eligibility: Open

iMGP DBi Managed Futures Strategy ETF

Investors seeking managed-futures exposure in an exchange-traded ETF wrapper who want easier brokerage access than a private CTA program and can accept model-replication, derivatives and tracking risk.

Minimum: 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.
Eligibility: Open

Johnson Investment Counsel

Households seeking investment management and ongoing financial planning together, including clients who value in-house research and eligible investors who may consider private funds, while accepting third-party custody and product-specific costs.

Minimum: 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.
Eligibility: Open

Koyfin

Fundamental and global investors who want institutional-style research and custom dashboards without institutional-terminal pricing.

Minimum: No investment minimum; Koyfin is a subscription platform with a functional free tier.
Eligibility: Open

KraneShares Mount Lucas Managed Futures Index Strategy ETF

Investors seeking rules-based managed-futures exposure through an ETF, especially those wanting commodity, currency and global-bond trend signals without equity-index futures, and who can tolerate model and derivatives risk.

Minimum: 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.
Eligibility: Open

KryllOS

Technically capable crypto traders who want free, open-source, self-hosted automation with visual and AI-assisted strategy building and are comfortable managing VPS infrastructure, exchange APIs and strategy risk.

Minimum: 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.
Eligibility: Open

Lido Advisors

High-net-worth households around $1 million or more seeking private-wealth management, planning and alternative-investment access who are comfortable with minimum fee floors, outside-manager costs and product-specific liquidity.

Minimum: $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.
Eligibility: Open

LNW

High-net-worth households with several million dollars of investable assets seeking integrated wealth planning, trust/estate coordination and public/private investment management and who can tolerate alternative-investment illiquidity.

Minimum: $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.
Eligibility: Open

LoCorr Market Trend Fund

Investors seeking a dedicated liquid managed-futures allocation through a mutual fund who can access the appropriate A/C/I share class and are comfortable with long/short futures, leverage and relatively high alternative-fund expenses.

Minimum: 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.
Eligibility: Open

Lynx Asset Management

Sophisticated investors seeking systematic managed-futures exposure with a long live track record who can accept monthly or program-specific liquidity, derivatives risk and route-specific minimum and performance-fee terms.

Minimum: 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.
Eligibility: Open

M1 Finance

Investors who already know their target allocation and want contributions apportioned automatically across it, rather than traders who need intraday execution.

Minimum: $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.
Eligibility: Open

Magnifi

investors who want AI-assisted investment research; investors with accounts at multiple brokerages; users who want natural-language search rather than conventional screeners; investors who want to compare stocks, ETFs, and mutual funds; users who value portfolio-level risk and scenario tools; investors who want investment recommendations but retain final trading discretion.

Minimum: 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.
Eligibility: Open

MAI Capital Management

Households around $500,000 or more seeking integrated wealth management, planning and family-office capabilities, including eligible investors considering private funds, who are comfortable with negotiated fees, third-party custody and product-specific liquidity.

Minimum: $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.
Eligibility: Open

Mercer Advisors

Households seeking integrated investment, tax and estate planning, especially high-net-worth clients able to absorb the applicable service-level minimum fees and eligible investors considering private funds or other specialty investments.

Minimum: 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.
Eligibility: Open

Merit Financial Advisors

Households seeking financial planning and investment management together, including clients comfortable with adviser-negotiated pricing, a national adviser network and eligible alternative-investment exposure.

Minimum: 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.
Eligibility: Open

Mission Wealth

Clients near or above $1 million seeking traditional CFP-led wealth management, as well as smaller households using MissionForward, including eligible investors who want planning integrated with public and private investment exposure.

Minimum: $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.
Eligibility: Open

Modera Wealth Management

Households seeking fee-only planning and portfolio management, particularly larger relationships where the $12,000 annualized minimum fee is less dominant, and clients comfortable with tax-aware management and product-specific alternative-investment liquidity.

Minimum: $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.
Eligibility: Open

Moneta

Clients seeking a fee-only advisory relationship with no formal firmwide account minimum, including families wanting planning, family-office capabilities and alternative investments who can evaluate negotiated fees, custody relationships and private-market liquidity.

Minimum: 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.
Eligibility: Open

Morningstar Investor

Long-term stock, ETF and mutual-fund investors who want look-through portfolio analysis, fund overlap detection and Morningstar analyst research.

Minimum: 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.
Eligibility: Open

NewEdge Wealth

High-net-worth and ultra-high-net-worth households, families and family offices seeking advanced wealth strategy, private markets, structured investments and outside managers who are comfortable with negotiated pricing and layered product costs.

Minimum: 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.
Eligibility: Open

OctoBot

Users who want open-source crypto trading automation with both hosted and self-hosted options, AI-assisted strategy creation, TradingView workflows and eligible futures automation, and who are comfortable monitoring automated execution and deployment-specific security risk.

Minimum: 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.
Eligibility: Open

Parallel Advisors

High-net-worth individuals and families seeking integrated wealth planning, tax and trust capabilities, discretionary management and potential private-investment access who are comfortable with progressive AUM pricing and a $7,500 annual minimum fee.

Minimum: 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.
Eligibility: Open

Perigon Wealth Management

Clients seeking no current firmwide account minimum, discretionary or non-discretionary management, planning and custodian flexibility, including eligible investors considering alternatives, private vehicles or digital assets.

Minimum: 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.
Eligibility: Open

PIMCO TRENDS Fund

Investors seeking a broad systematic-trend mutual fund, including institutions able to meet applicable institutional-class minimums and retail investors accessing A/C shares, who are comfortable with derivatives, turnover and PIMCO's implementation discretion.

Minimum: 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.
Eligibility: Open

Plancorp

Households seeking fee-only planning and discretionary portfolio management with transparent progressive pricing, including families that may use outside managers or private investments and can absorb the $12,000 annual minimum fee.

Minimum: 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.
Eligibility: Open

Plynk

beginner investors; investors starting with small dollar amounts; users who want stocks, ETFs, mutual funds, and crypto in one app; investors who value simulated trading and education; dividend investors who can use the current match program; users interested in a low-cost optional premium tier.

Minimum: 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.
Eligibility: Open

Pure Financial Advisors

Households seeking planning-centered investment management, retirement and tax-aware advice, including clients who value a fee-only model and discretionary management and are comfortable with a progressive AUM fee.

Minimum: 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.
Eligibility: Open

Qapital

Users who want automated saving and goal-based ETF investing in one app, prefer automatic rebalancing and dividend reinvestment, and are comfortable paying a monthly membership rather than using a self-directed intraday brokerage.

Minimum: 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.
Eligibility: Open

QMS Capital Management

QEP, institutional and sophisticated private-fund investors seeking systematic global macro and managed-futures exposure who can tolerate futures, FX, leverage, performance-fee economics and vehicle-specific liquidity.

Minimum: 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.
Eligibility: Open

Range

Households seeking integrated financial planning and investment management with flat membership pricing, access to human advisers plus technology tools, and willingness to use independent third-party brokerage/custody.

Minimum: 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.
Eligibility: Open

RCM Alternatives

High-net-worth investors, RIAs, family offices and institutions comparing managed-futures or macro managers who want due-diligence and portfolio-construction support and can choose among SMA, liquid-alternative and managed-portfolio access.

Minimum: 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.
Eligibility: Open

Return Stacked U.S. Stocks & Managed Futures ETF

Investors seeking to stack U.S. equity and managed-futures exposure in one ETF wrapper who are comfortable with derivatives, leverage, model risk and the possibility that both sleeves can experience drawdowns.

Minimum: 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.
Eligibility: Open

Revolution Capital Management

Qualified and institutional investors seeking short- to medium-term systematic managed-futures strategies who can support multi-million-dollar program minimums and evaluate program-specific fees, leverage and liquidity.

Minimum: 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.
Eligibility: Open

Ritholtz Wealth Management

Households seeking adviser-led portfolio management and planning across several service tiers, including clients who value evidence-based investing and can evaluate separate product, custody and alternative-investment costs.

Minimum: 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.
Eligibility: Open

Robertson Stephens

High-net-worth households seeking negotiated private-wealth management, planning, outside managers and potential private-market exposure who are comfortable with relationship-specific pricing, external custody and affiliate conflicts.

Minimum: 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.
Eligibility: Open

RWA Wealth Partners

Households around $500,000 or more seeking integrated private-wealth management and planning, including qualified clients considering private funds, who are comfortable with progressive AUM fees and third-party custody.

Minimum: $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.
Eligibility: Open

Savant Wealth Management

Households seeking comprehensive fee-only planning and portfolio management, including clients around or above Savant's typical service ranges who may also use tax, estate or alternative-investment capabilities.

Minimum: 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.
Eligibility: Open

Savvy Wealth

Clients with roughly $500,000 or more who want a dedicated human adviser supported by modern technology, negotiated pricing, direct indexing options and potential access to selected private-market strategies.

Minimum: $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.
Eligibility: Open

SCS Financial

Ultra-high-net-worth families seeking integrated wealth advisory, family-office services and endowment-style public/private portfolios who are comfortable with bespoke negotiated pricing and substantial private-market exposure.

Minimum: 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.
Eligibility: Open

Seeking Alpha

Self-directed stock investors who want many viewpoints alongside a systematic quantitative rating layer.

Minimum: No investment minimum; the product is a subscription. Premium currently renews at $299 per year.
Eligibility: Open

Sequoia Financial Group

Households seeking comprehensive wealth management with no current firmwide account-value minimum, flexible negotiated fee structures, planning and tax coordination, and potential private-fund or alternative-investment access.

Minimum: 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.
Eligibility: Open

Simplify Managed Futures Strategy ETF

Investors seeking managed-futures exposure through an ETF, particularly systematic long/short commodity and interest-rate futures, who want a 1099 wrapper and can tolerate model, derivatives and notional-exposure risk.

Minimum: 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.
Eligibility: Open

SoFi Invest

Investors who want brokerage and robo investing in one ecosystem, alongside IPO, crypto and private-market access.

Minimum: Self-directed minimum $5. Robo Investing minimum $50. Private-market fund minimums are fund-specific, including USVC $500 and CAZ funds $2,500.
Eligibility: Open

Standpoint Multi-Asset Fund

Investors seeking one mutual fund that combines long equity exposure with systematic long/short managed futures, who can access the appropriate BLNDX or REMIX share class and tolerate leverage, derivatives and model risk.

Minimum: 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.
Eligibility: Open

Stoic AI

Crypto users who want preconfigured hands-off automated strategies, prefer exchange-held custody and are comfortable allowing software to trade the connected balance while accepting strategy-specific minimums, leverage/futures risk and the fact that Stoic is not a registered investment adviser.

Minimum: 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.
Eligibility: Open

Streetbeat

Investors who want AI-assisted portfolio generation and analysis, choose or modify their own Strategy and then permit limited-discretion rebalancing, while retaining independent brokerage custody and accepting strategy-specific requirements.

Minimum: 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.
Eligibility: Open

Summit Financial

Clients seeking adviser-led planning and multiple managed-account program choices, including wrap or non-wrap arrangements and eligible alternative-investment access, who are comfortable with program-specific minimums and negotiated pricing.

Minimum: 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.
Eligibility: Open

Summit Trail Advisors

High-net-worth and ultra-high-net-worth households seeking customized wealth management, planning and outsourced family-office capabilities, including eligible private-fund exposure, who are comfortable with negotiated fees and product-specific liquidity.

Minimum: 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.
Eligibility: Open

The Mather Group

Households around $1 million or more seeking integrated investment, tax and financial-planning services, including families that may use private investments or Legacy at TMG family-office services and are comfortable with a progressive AUM schedule.

Minimum: $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.
Eligibility: Open

Tickeron

Traders who want AI-generated market signals, robot-style model portfolios, technical-analysis tools and simulated account views and are comfortable supervising and separately executing trades rather than relying on Tickeron for current direct brokerage automation.

Minimum: 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.
Eligibility: Open

Titan

investors who want discretionary portfolio management; investors who want direct indexing without a multi-million-dollar minimum; taxable investors who can potentially benefit from tax-loss harvesting; investors seeking access to selected private-market or interval-fund exposure; investors who value human Wealth Team support alongside digital tools; households that want taxable, joint, and retirement accounts in one managed relationship.

Minimum: $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.
Eligibility: Open

Tolleson Private Wealth Management

Families with approximately $20 million or more seeking integrated investment, tax, estate, philanthropy, reporting, bill-pay and family-office coordination, including public and private investment exposure.

Minimum: $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.
Eligibility: Open

TradeSanta

Crypto traders who want hosted Grid or DCA bots, copy trading, demo workflows and spot or eligible futures automation and are comfortable supervising exchange API access, strategy settings and venue-specific risk.

Minimum: 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.
Eligibility: Open

TradingView

Technical traders and multi-asset researchers who want deep charting, screeners and Pine Script and who hold the brokerage account elsewhere.

Minimum: No account minimum. TradingView is not a brokerage; a free plan is available and paid plans are subscription based.
Eligibility: Open

Transtrend

Institutional and sophisticated investors seeking medium-term systematic trend exposure through futures, forwards and swaps who can evaluate multiple risk profiles, multi-million-dollar program minimums and route-specific liquidity.

Minimum: 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.
Eligibility: Open

TrendSpider

Active technical and systematic traders who want automated scanning, backtesting and signal routing without coding everything themselves.

Minimum: No account minimum. TrendSpider is subscription software, not a brokerage.
Eligibility: Open

Truepoint Wealth Counsel

Households with $1 million or more seeking comprehensive fee-only wealth advice, families around $3 million or more needing the deeper True Wealth model, ultra-high-net-worth families seeking family-office services and select clients considering private investments.

Minimum: 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.
Eligibility: Open

Venturi Private Wealth

Households with approximately $2.5 million or more of investable assets, business owners approaching liquidity events and ultra-high-net-worth families seeking integrated planning, public/private investments and family-office capabilities.

Minimum: $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.
Eligibility: Open

Virtus AlphaSimplex Managed Futures Strategy Fund

Investors seeking established managed-futures exposure through a mutual fund, including retirement plans and investors able to access the appropriate A, C, I or R6 share class, who are comfortable with trend-following drawdowns, derivatives and class-specific expenses.

Minimum: 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.
Eligibility: Open

Waverly Advisors

Clients seeking planning and investment management without a firmwide AUM hurdle, including high-net-worth families, family-office users and eligible investors considering private funds who are comfortable with negotiated pricing and minimum annual fees.

Minimum: 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.
Eligibility: Open

Wealth Enhancement Group

Households seeking planning and investment management from a national adviser, including investors who want a dedicated adviser and access to retirement, tax, insurance, estate or trust specialists and who understand the distinction between Wealth Enhancement's advisory and brokerage affiliates.

Minimum: $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.
Eligibility: Open

Wealthfront

Investors who want low-cost automation, automated tax-loss harvesting and integrated cash and borrowing, without needing to speak to an advisor.

Minimum: $500 for Automated Investing; $1 for Stock Investing and the Cash Account; $500 for the Automated Bond Ladder; $5,000 for S&P 500 Direct; $100,000 for US Direct Indexing; $500,000 for Smart Beta.
Eligibility: Open

Wealthspire Advisors

High-net-worth families and other clients seeking integrated planning, portfolio management, separate-account managers, reporting across held-away assets and eligible private-fund access and who are comfortable with negotiated and potentially layered pricing.

Minimum: 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.
Eligibility: Open

Welton Investment Partners

Institutional and professional investors, Qualified Purchasers and QEPs seeking systematic trend or multi-strategy global-macro exposure who can support multi-million-dollar minimums, performance fees and derivatives risk.

Minimum: 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.
Eligibility: Open

Winton Managed Futures Trend Fund

Investors seeking retail-accessible managed futures; investors who prefer mutual-fund daily liquidity; clients who do not qualify for institutional CTA SMAs; portfolios seeking systematic trend exposure; investors comfortable with derivatives and leverage; tax-advantaged accounts where the fund is available.

Minimum: 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.
Eligibility: Open

WisdomTree Managed Futures Strategy Fund

Investors seeking relatively low-cost, rules-based managed-futures exposure through an ETF across commodities, currencies, equities and rates, with limited bitcoin-related exposure, who prefer exchange-traded liquidity and can tolerate derivatives and model risk.

Minimum: 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.
Eligibility: Open

WunderTrading

Crypto traders who want hosted automation, TradingView, DCA, Grid and signal bots, paper trading, or an MCP/REST execution layer for user-controlled AI agents while keeping assets at connected exchanges.

Minimum: 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.
Eligibility: Open

ZuluTrade

Traders who want automated copy trading across a broad Leader marketplace, broker choice, MT4/MT5 and other supported connections, and platform-level ranking and risk tools while accepting broker-dependent costs, leverage and execution differences.

Minimum: 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.
Eligibility: Open

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