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Core Portfolios

$29/mo

  • Select from three Core Portfolios
  • -
  • -
  • -
  • Allocation and performance reports
  • Daily Performance tracking
  • Newsletter and market commentary
  • Forum and priority email support

All Portfolios

$49/mo

  • All Portfolios and Strategies
  • Create a custom portfolio
  • QuantTrader Light software
  • -
  • Allocation and performance reports
  • Daily Performance tracking
  • Newsletter and market commentary
  • Forum and priority email support

Professional Individual*

$79/mo

  • All Portfolios and Strategies
  • Create a custom portfolio
  • QuantTrader Premium software
  • Build your own strategies
  • Allocation and performance reports
  • Daily Performance tracking
  • Newsletter and market commentary
  • Forum and priority email support

*Professional Individual is for retail investors with assets below $1m, otherwise see institutional offerings below.

Managed Accounts

0.79% of assets

  • Managed by The Estate Planners Group
  • Account held at Interactive Brokers under your name
  • Rebalancing of your portfolio
  • Monthly performance and account reports
  • All features of Professional Individual
  • Personal support by an account executive
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Professional Institutional

from $249/mo

  • Use the research and tools of Logical Invest to manage and advise your customers
  • All features of Professional Individual
  • Customization of tools
  • White label options
  • Embed our tools into your infrastructure
  • Personal support by an account executive