How much to get closer to your goals?

Zoe is a free service that connects you with an ideal financial advisor.

We save you time. How? We reject 95% of financial advisors so you don’t have to. 

Below is a table that shows you how much an advisor will cost and how our network of advisors compare to other options.

  • Features
  • Dedicated Financial Planner
  • Personalized Financial Plan
  • Accountability
  • Minimum Investments
  • Fee to manage your assets
  • Robo-Advisor
  • Dedicated Financial PlannerNever
  • Personalized Financial PlanSometimes
  • AccountabilityNever
  • Minimum Investments$0
  • Price.25 -.75%
  • Bank Advisor
  • Dedicated Financial PlannerSometimes
  • Personalized Financial PlanSometimes
  • AccountabilityLow
  • Minimum Investments$500,000
  • Price1.25 - 2.25%
  • Multi-Family Office
  • Dedicated Financial PlannerAlways
  • Personalized Financial PlanAlways
  • AccountabilityHigh
  • Minimum Investments$2,000,000
  • Price<1.5%