Here’s our pricing.

We bundle our offerings into simple, transparent subscription tiers, based on your unique investment needs.

SIDEPOCKET ALL-ACCESS

0.79% Annually

*Exclusive to accounts over $5k in deposits.

  • CORE Sidepockets with automatic rebalancing
  • PRO Sidepockets - Access to the most cutting edge quantitative strategies
  • Automatically schedule deposits
  • Dynamic risk assessment tool
  • Active account monitoring and alerts
  • Fund up 10 Sidepockets per account

Is $5,000 too much? Try us out with Sidepocket LITE, starting as low as $250 minimum investment.

SIDEPOCKET LITE

$3.29 / Month

*For accounts with less than $5k in deposits.

  • CORE Sidepockets with automatic rebalancing
  • Automatically schedule deposits
  • Dynamic risk assessment tool
  • Active account monitoring and alerts
  • Fund up to 5 Sidepockets per account

*Note* $3.29 / month applies to LITE accounts up to $5,000 in net deposits. Accounts over $5,000 in net deposits will upgraded to Sidepocket All-Access automatically, and converted to an investment management fee of 0.79%. Each plan includes the option to open different types of brokerage accounts and retirement accounts. The subscription fee is due if a client subscribes to a subscription tier regardless of whether or not the client chooses to open and/or use a brokerage account. Clients must be approved from an account verification perspective to open an account. Clients can cancel their subscription at any time,  after manual account liquidation, and withdraw all cash out. Clients may contact an admin at [email protected] to manually close the account, otherwise it closes at the end of that billing period. (Note: If the client cancels at one period, say July, and it is August by the time the account liquidates, then the account will cancel at the end of August billing period). View full pricing details here.