Rollover Guru | How It Works
page-template,page-template-full_width,page-template-full_width-php,page,page-id-16195,ajax_fade,page_not_loaded,,qode-child-theme-ver-1.0.0,qode-theme-ver-9.3,wpb-js-composer js-comp-ver-4.12,vc_responsive

How It Works


With a traditional Financial Advisor, fees can range from 1% to 2.5% or more. Typically, the more money you have, the lower your percentage charge is. The Guru believes that it is unfair to charge people more because they have less money. So the Guru’s fees are negotiable with no long term commitment or contract.

Now it gets better.  What we’re striving to attain is a fee structure that works so as the Guru manages more money, everyone’s fee decreases. Here’s the idea below.

  • As the Guru grows, increased scale improves efficiency.
  • Everyone works together. By introducing your friends and family to a better way of investing you increase your return and theirs.
  • Guru Assets under $50,000,000

  • 1.0% Annually
  • Guru Assets between $50,000,000 and $100,000,000

  • .75% Annually
  • Guru Assets over $100,000,000

  • .50% Annually

As We get Bigger, Your Fees get Smaller

A customized portfolio tailored for you and your goals

With all great financial planning comes an intelligent investment strategy. Our process begins with helping you to define your goals. You can expect clear advice based on your time horizon and a mathematically designed portfolio optimized to ahieve your personal goals.

Our investment platform utilizes globally diversified, low-cost, exchange-traded funds, or ETFs, from well known names including Vanguard and Blackrock iShares. With an appropriately diversified asset selection, we are able to deliver a portfolio that generates optimal returns regardless of your investment timeline.

Unlimited goals for unlimited circumstances.
Each plan is customized for your specific objectives and time horizon.

Our platform allows you to mange multiple goals at the same time,
 you build the right customized portfolio for each goal.


3 Year Horizon

This account is designed to ensure you have a prudent emergency fund on hand without giving up potential growth over time. The allocation is designed to manage volatility.


15 Year Horizon

Whether its your dream house, a new car, or the vacation you’ve always wanted to take, we provide a recommended allocation based on your personal goal. The allocation can be customized to any timeline.


25+ Year Horizon

This is a long-term investment account. We offer both taxable and tax-advantaged retirement accounts. Our advice customizes an asset allocation and suggests a monthly deposit according to your retirement age.

Maximize your returns with Tax Loss Harvesting+™

Our Tax Loss Harvesting+™ solution ensures that you are making the most of your after-tax returns. Previously only available to the wealthiest investors, our fully automated system is now accessible at no additional cost to our clients.

Providing a smarter investment experience.


With regular, automated rebalancing your asset allocation never drifts excessively.


Schedule automatic transfers from your checking account online.


Short-term capital gains exposure is kept to a minimum with automated account management.


We support fractional shares to maximize every dollar you have invested.


Avoid costly commissions on trades. There are no trading fees whatsoever on the platform.


One click deposits, withdrawals, and asset allocation. Timely and electronic statements.

Security & Privacy

We use the strongest browser encryption available, store all of our data on servers in a secure facility, and implement systematic processes and procedures for securing and storing data.

We protect the privacy of your information and will never share your data with any third party without your permission. For more information, please review our Privacy Policy.

Ready To Take Control of Your Financial Future?