We believe the best person to manage your money is you.

We believe many investors can manage their own money with the right tools.
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Our vision

You may not need to hand over a percentage of your portfolio to stay organized, stay on plan, and make sound portfolio decisions. Start by seeing what your current advisor's fee may cost over time.

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What this number can and cannot tell you

A higher fee drag does not automatically mean you should leave your advisor. Some investors are paying for broader planning, tax coordination, estate work, or accountability that may still be worth it for them. But if most of the value you are receiving is portfolio monitoring and basic allocation upkeep, a flat-fee tool may be enough. 
This calculator is an illustration, not a forecast. It assumes your entered return is a pre-advisory-fee annual return and compares two paths: one with your current fee and one without it. Real-world outcomes depend on market returns, taxes, withdrawals, trading costs, fund expenses, and the scope of services your advisor provides.
About us and our values

Your options

DIY with Enrich
Built for this
Best for people who already believe in a strategy and want help monitoring it across accounts.
Product overview
Benefits
Lowest ongoing fee drag, full control, plain-English portfolio oversight, no custody transfer, no delegated trading.
Tradeoffs
You still make decisions and place trades yourself.
Robo-advisor
Best for people who want automation and simplicity more than customization.
Is a robo-advisor for you?
Benefits
Lower fees than many human advisors, automatic rebalancing, easy onboarding.
Tradeoffs
Less control, more generic portfolios, limited flexibility for multi-account or custom goal setups.
Boutique advisor
Best for people with complexity who want planning, coaching, taxes, estate coordination, or behavioral support.
Is DIY for you?
Benefits
Human judgment, accountability, broader planning relationship.
Tradeoffs
Higher fees, potential platform or product bias, and less direct control.
Bulge bracket advisor
Best for very high-net-worth households wanting integrated banking, lending, estate, and private wealth services.
Leaving an advisor
Benefits
Broad service platform, access, convenience, relationship depth.
Tradeoffs
Typically expensive, often overbuilt for many HENRY or mass-affluent DIY-capable households.

What this number can and cannot tell you

About us
Product overview

Enrich is designed for people who want to manage their own investments without hiring a percentage-based advisor. We do not charge AUM. We do not move your assets. We do not place trades for you. We charge for software that helps you understand what is off track and what actions may bring your portfolio back in line.

Enrich is also bootstrapped. We are not built to accumulate assets or optimize for venture-scale. We are building an affordable, durable tool for thoughtful DIY investors who want clearer portfolio oversight, cleaner planning, and better ongoing visibility into the strategy they already believe in.

Invest with Confidence. Anywhere. Anytime.

Join 500+ investors already using Enrich Finance to optimize their rebalancing strategy.

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Our mission is to give you, the passive DIY investor, the tools for smart financial control. We don't trade for you - we help you decide. We adhere to applicable regulatory standards of security, accountability, and transparency.
© 2025 Enrich Finance, LLC. All rights reserved
1 - Investment recommendations and tax-loss harvesting alerts do not eliminate the risk of investment loss, and outcomes may be impacted by market volatility, execution quality at your brokerage, and changes in tax laws or regulations. Recommendations are generated based on the information and preferences you provide and may not be appropriate for every situation or result in improved performance or reduced taxes
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2 - A flat subscription fee for our service does not include costs charged by your brokerage firm (such as trading commissions, fund expenses, or account fees), nor does it consider any tax impact from trading activity in your accounts. You should also consider that subscriptions renew unless canceled, and our tools may recommend actions that increase transaction costs or taxes depending on your personal situation
Enrich Finance, LLC is an SEC-registered investment adviser (CRD #337784). Registration with the SEC does not imply any level of skill or training.
Investment advisory services are provided only to users who become clients pursuant to a written agreement. See our Form ADV Part 2A Brochure and Privacy Policy for more information. View our disclosures, terms, and forms here. This website is intended for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services in any jurisdiction where such offer or solicitation would be unlawful. Services are intended for U.S. residents only.
1 - Past performance is not a guarantee, or reliable indicator, of future results; future returns and risk may differ materially from those shown.
1 - Tax optimization and rebalancing features do not guarantee improved performance or reduced taxes and may result in higher transaction costs, different tax outcomes, or realized losses depending on your specific situation. Recommendations and trade instructions are based on current laws and data you provide and may be affected by market volatility, changes in tax rules, or how and when you choose to implement them.

2 - This statement reflects our general philosophy and is not a guarantee that our services are safer or superior to other options, nor that they are suitable for every investor or situation. Investors should carefully consider their own goals, risk tolerance, and circumstances, and understand that all investing involves the risk of loss, including loss of principal
1 - Tax optimization and rebalancing features do not guarantee improved performance or reduced taxes and may result in higher transaction costs, different tax outcomes, or realized losses depending on your specific situation. Recommendations and trade instructions are based on current laws and data you provide and may be affected by market volatility, changes in tax rules, or how and when you choose to implement them.

2 - This statement reflects our general philosophy and is not a guarantee that our services are safer or superior to other options, nor that they are suitable for every investor or situation. Investors should carefully consider their own goals, risk tolerance, and circumstances, and understand that all investing involves the risk of loss, including loss of principal

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