FOUNDERS PRIVATE WEALTH CLUB · VIP FIDUCIARY PRIVILEGES
Privilege Meets Fiduciary Care.
Welcome to The Founders Club.
As your capital expands, institutional advantages unlock automatically. Enjoy direct private telephone lines to certified fiduciary wealth planners managing $4.14B in assets, exclusive margin borrow discounts, and white-glove transfer concierge.
Tier Progression
Membership Tiers & Privileges
Tier status upgrades automatically based on total qualifying net assets across your individual, joint, and corporate accounts.
Silver
$5,000+
Margin Discount: 5% Discount
- Complimentary Level 2 TotalView (60-Depth)
- Weekly Fiduciary Macro Digest from Chief Strategist
- Priority Email & Live Chat Support Desk
- Fee-free ACATS account transfer credit up to $100
GoldMost Popular
$25,000+
Margin Discount: 15% Discount
- All Silver tier benefits included
- Dedicated In-House Account Representative
- 15% Margin Interest Rate Discount
- Quarterly 1-on-1 Portfolio Check-in with CFP® Advisor
- Fee-free ACATS credit up to $250
Platinum
$100,000+
Margin Discount: 30% Discount
- All Gold tier benefits included
- Direct Phone Line to Licensed Series 65 Wealth Planner
- 30% Margin Interest Rate Discount
- Zero Wire Transfer Fees (Domestic & International)
- Invitation to Private Quarterly Macro Webcasts with CIO
Diamond VIPUltra High Net Worth
$500,000+
Margin Discount: Bespoke Rates
- All Platinum tier benefits included
- Bespoke Fiduciary Wealth Management & Financial Planning
- Custom Algorithmic Order Slicing & TWAP Routing Consultation
- Personal Tax-Loss Harvesting & Estate Advisory
- Institutional Access to Pre-IPO Deals & Private Equity Rounds
Real-Time Fiduciary Value Estimator
Calculate Your Tier Privileges
Achieved Tier
Platinum
Total Portfolio / Debit Balance$150,000
$5,000 (Silver)$25,000 (Gold)$100,000 (Platinum)$500,000+ (Diamond VIP)
Margin Rate Discount
30% OFF
Est. Annual Interest Saved
+$3,060 / yr
Advisor Access Protocol
Direct Dial CFP® Desk