Our Personal Financial Planners

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$ymbil is a quick, fun, easy way to invest. In less than ten minutes you will be guided through the $ymbil questionnaire to assess your risk profile. You will be placed into 1 of 5 diversified investment portfolios for a low fee* based on your age, goals, time horizon and tolerance for risk.

  • $ymbil ‐ Minimum Account Opening $500
  • $ymbil ‐ Minimum Automated On‐going $50/month
  • $ymbil – Ongoing Fees Capped at 1%*

*The only fee is the internal expenses of the mutual funds inside of the $ymbil account which is capped at 1%. 

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Not FDIC Insured * May Lose Value * No Bank Guarantee * Not a Deposit * Not Insured by any Government Agency