Comprehensive Financial Advice.

Wrapped in one, low, flat fee.

Our all-inclusive fee

per year
~ $4.17 per month per $10,000*
The fee is the same, no matter what portfolio you choose. You can invest even in a combination of portfolios.
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Smart Portfolios

Invest in one or more AI driven investment portfolios.

Personalized advice

1-to-1 walk through session with a financial advisor.

Tax Loss Harvesting

Lower your tax liability with our efficient lot matching algorithms.

Risk Management

Protects you from market downturn and seizes opportunities during upswing.

Smart Execution

HFT techniques for trading, resulting in more savings for you.

Wealth management tools

Tools that give insights on how you stack up against current market conditions and more.

Dedicated Customer Support

On mail, phone, and chat

qplum versus Others

Traditional Advisor
Typical Robo Advisor
Quant Hedge Fund
Annual Fees
1% or more
0.25% - 0.75%
2% + 20% of the profit
Planning Sessions with an Advisor
1 or 2
Automated Trading
Smart HFT Execution
Tax Loss Harvesting
Automated Risk Management
Not all hedge funds
Wealth Management Tools
Not all advisors
*As a one time courtesy, qplum will reimburse new clients upto $150 for any brokerage transfer fees incurred. Effective after client account has been opened for one year under qplum’s management.Please see our ADV 2 for more details.

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$ 4.17
(per month)

Frequently Asked Questions


Are there any fees if I want to transfer my account from another broker?

Some brokers might charge you a nominal fee of around $50-$150 for an account transfer. If you are transferring your account from another broker to qplum, we will reimburse your transfer fee, up to $150. We do not charge any transfer fee at our end.


How about all the fund transfers and withdrawals? Do you charge anything?

Instant transfers using ACH to your account is free. For wire transfers, your bank will charge you around $30. But we will reimburse that amount. TL;DR - You have to pay nothing for the transfers.


Some brokers charge a fee for maintaining an IRA account. Do you?

No. We do not charge any additional fee other than the 0.50%.


Are there any extra charges for trading which happens on my account?

None. All you pay is 0.50% of your assets a year.

Meet your client relations team

Our responsive team places your interests first. We're committed to doing what is right for you.

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* Fees is charged monthly and depends on the market value of the account along with contributions and withdrawals during the billing period. Please refer to our ADV2 Part 2A for more details.