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FRC Deposit

Rating Index

Pros

Low-cost direct indexing with competitive annual advisory fees starting at 0.09%.
Access to a variety of direct indexing strategies, including options for tax-loss harvesting and portfolio rebalancing.
Ability to trade individual stocks and ETFs, including fractional shares, providing flexibility in investment choices.

Cons

High minimum investment requirement of $20,000 for direct indexing services.
Lack of access to human financial advisory services, which may limit personalized investment guidance.
Customer support is only available via email or scheduled calls, potentially leading to slower response times.
FRC Deposit