Starter Account Strategy: Making Pave Work for Every Investor

At Pave, we're committed to providing quality investment opportunities for all our users, regardless of their account size. We understand that many users start their investment journey with modest amounts, either because they're new to investing or want to test out our platform before committing more funds. 

We wanted to ensure even those with small account balances can start growing their wealth effectively and efficiently. Pave is designed to recommend diversified portfolios of individual assets, but this approach presents challenges for accounts under $50 due to the $1 per asset trading minimum. To better serve these users, we’ve introduced a Starter Account Strategy.

What this looks like:

• Account Balance Below $50: Your account will be invested in a single Exchange-Traded Fund (ETF) that aligns with your risk tolerance. This method helps manage your risk effectively, though it doesn't allow for the same level of personalization as our standard diversified portfolios. 

• Account Balance Above $50: Once your account surpasses the $50 threshold, you'll gain access to the full extent of Pave’s personalization, including your own custom diversified portfolio with tax optimization strategies.

Pave is here to help you achieve your financial goals, one step at a time. If you have any questions or need further assistance, please don't hesitate to reach out to our support team.

Happy investing!

Disclaimer

Copyright © 2024 Pave Finance, Inc. All rights reserved.
You are receiving this email because you opted in through our product or website

You can update your preferences or unsubscribe from this list.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. Please see our privacy policy here.

Pave Investment Advisors, LLC is an SEC Registered Investment Advisor. Such registration does not imply any level of expertise.

Securities offered through Pave Securities, LLC – New York, NY. Member FINRA/SIPC. You can review Pave Securities LLC with FINRA’s BrokerCheck BrokerCheck.

Advisory Services are only offered through Pave Investment Advisors, LLC., an SEC Registered Investment Advisor which is an affiliate of Pave Securities, LLC.

Pave Securities, LLC and Pave Investment Advisors, LLC do not offer tax or legal advice.

The news, resources and articles available on this site are being presented for educational purposes only and should not be considered specific investment or planning advice applicable to each individual.

Please see ADV Part 2A here and Form CRS here.

For Additional Information and Important Disclosures please click here.