Looking to invest the right way?
Want investments that reflect your values?
Don’t want to spend a fortune?
Welcome to Passed Pawn Advisors!
Is my money safe?
- Are opened directly with the broker
- Are funded by a direct transfer to the broker
- Are protected by SIPC and external insurance
- Ask for your bank account or credit card information
- Handle your cash balances
- Be able to make discretionary withdrawals from your accounts
The Passed Pawn Advantage
We listen to your needs and build the solution just for you
An advisor is available to discuss your specific needs
Your values + Thematic investing = Unique portfolio of any size
We take your wants together with your needs
We invite you to shop around!
We only charge for our advice and work with very low-cost brokers
On the cutting edge of innovation
It’s the engine that makes our platform possible
We do our own legwork
Investment choices do not just fit the model, but are vetted by human advisors
Across markets, regions and asset classes
Our advisors have worked through the Internet bubble of the 90’s, the financial crisis and everything in-between
Service plans that fit your needs
Automatically Allocated • Professionally Managed
| STARTER | |
|---|---|
| Fully digital | |
| Core portfolio and themes | |
| Starting at $35.96 a year | |
| Full Pricing Details | |
| IMPACT | |
|---|---|
| Same features as Starter | |
| Semi-annual call with an advisor | |
| As low as 0.40% of account balance | |
| Full Pricing Details | |
| POWER | |
|---|---|
| Full service advisory | |
| Unlimited advisor access | |
| As low as 0.90% of account balance | |
| Full Pricing Details | |
