HASSLE FREE INVESTINGYou have better things to do, let EF Hutton take the time and worry out of investing in your future. Our Digital Advisor uses advanced technology to to properly allocate your assests based on your goals, timeframe and appetite for risk. You’re busy living your life, let us help you pursue your financial goals.
trusted-2

Innovative Technology

The Digital Advisor uses proprietary algorithms to rebalance your account automatically based on market conditions - at no additional cost to you.

simple

Straightforward

Answer a few questions, choose your portfolio and open your account. Our account opening team will walk you through funding your account.

rebanlce

Strategic Rebalancing

Automatically rebalances, invests, and reallocates. We don't charge you additional transaction fees to buy and sell securities.

Digital Advisor
Standard

annual fee

0.35%

$5,000 Minimum balance
Fees based on account balance

✓ Automated financial advice
Portfolios based on your timeframe, goals and risk tolerance.


✓ Low-cost, diversified investment portfolios
Invested in low-cost exchange traded funds, (ETFs).


✓ Tactical rebalancing
Allocation automatically rebalanced based on market conditions.


✓ Tax-saving strategies
Automate tax loss harvesting and asset location to increase your after-tax returns.


✓ Reliable customer service
Contact our Customer Support Team available during trading hours.


✓ Access to licensed financial experts
Get access to licensed experts who can answer your financial questions.

Digital Advisor

Premium

annual fee

0.30%

$100,000 Minimum balance
Fees based on account balance

✓ All of the benefits of our Standard plan


✓ In-depth advice on investments outside of
EF Hutton

Financial planning available for the total picture of your investments.


✓ Dedicated experience and licensed financial advisor

  • Get a clear picture of your total risk and allocation across all accounts.
  • Access to stock only strategies for possible higher returns.
  • Consolidation of retirement accounts to simplify your investments.
  • Will you have enough to retire? Our financial planning will give you and better picture of where you stand .

Start with a few simple questions

When you sign up, you'll be asked a few questions about your target, timeline, and risk tolerance. You'll then get a portfolio recommendation based on both your answers and your financial goals.

EF Hutton Investments LLC, an SEC Registered Investment Advisor, has partnered with TD Ameritrade to offer our managed platform.  TD Ameritrade – Member FINRA and SIPC.

 

Options trading carries additional risks and may not be suitable for all investors. Before adding options to your trading strategy, carefully understand the risk by downloading the Characteristics and Risks of Standardized Options and Supplements (PDF) from The Options Clearing Corporation. Options Trading is offered through Tradier Brokerage.
Margin trading involves risk and interest charges. There is the potential to lose more than deposited or to deposit additional funds into your account. Certain option strategies require adding margin trading to your brokerage account. Margin is offered through Tradier Brokerage.
EF Hutton does not provide opinions, tax, legal, or accounting advice.
EF Hutton Financial Corp. has partnered with Tradier Brokerage Inc. to offer EasyTrade Plans. Tradier Brokerage – Member FINRA and SIPC. EasyTrade Plans are self-directed. All accounts are carried and cleared with APEX Clearing Corporation. For a detailed explanation of fees click here.
EF Hutton Investments LLC, an SEC Registered Investment Advisor, has partnered with TD Ameritrade to offer our managed platform. TD Ameritrade – Member FINRA and SIPC