Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Direct-to-Consumer model pay an annual subscription fee for access to financial planning services and platform features. Clients may also purchase financial planning sessions with a financial advisor. Clients who invest through the Automated Index Investing (AII) programs are not charged an annual management fee by the Firm. However, the mutual funds and ETFs held within AII portfolios may have their own fees.
Areas of Practice
Advisor Information
Office location
68 Harrison Avenue, Ste 605 Pmb 50966, Boston, MA, 02115-1929
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Dace Andrew DekruifRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Dace is a 1099 employee and financial planner at Blend Financial, Inc. dba Origin Financial. This takes about 10-20% of their time, including during securities trading hours.