Choose the
Right Plan
Choose the Right Plan
The most accessible investing platform for US expats. Expert-built tools and guidance designed for Americans investing abroad.
Self-managed
New Investor
$300
one time payment
- For those investing $1 - $100,000
- Account Setup
- Introduction meeting with a Financial Advisor
- Access to model portfolios
- Exclusive discount for MyExpatTaxes and MyExpatPlanning
- Optional meetings, charged hourly
- Access to RightCapital Limited
Self-managed
Experienced Investor
$1,200
one time payment, renewable
- Available for $101,000 - $250,000
- Account Setup
- Introduction meeting with a Financial Advisor
- Access to model portfolios
- Exclusive discount for MyExpatTaxes and MyExpatPlanning
- Quarterly Check-In with a Financial Advisor / 1 hour
- Access to RightCapital Unlimited
advisor Managed
Master Investor
1%
of Assets Under Management (AUM)
- Available for those investing more than $250,000
- Account Setup
- Introduction meeting with a Financial Advisor
- Access to model portfolios
- Exclusive discount for MyExpatTaxes and MyExpatPlanning
- Tailor-made portfolio (+0.25% management fee/year)
- Optional Quarterly Check-In with a Financial Advisor / 1 hour
- Access to RightCapital Unlimited
How it works
A clear path to investing as a US expat
Investing abroad as a US citizen isn't straightforward, but it doesn't have to be overwhelming. We help you move forward with clarity.
Open the right investment account
We guide you to an account setup that works for US expats, even with foreign address. You will receive access to your model portfolio.
Invest without triggering tax pitfalls
We help you avoid common traps like PFIC exposure that can cause expensive filings and tax treatment.
Get ongoing guidance (optional)
Support can scale with you; stay self-managed, check in periodically, or delegate portfolio management.