Guided when you want it, hands-off when you don't.
Exuma Sound Wealth offers a self-directed brokerage account for people who want control, and a managed portfolio for people who want it handled.
Self-directed or managed — you choose.
Both accounts connect directly to your Exuma Sound checking for easy transfers.
| Self-Directed | Managed Portfolio | |
|---|---|---|
| Who it's for | People who want to pick their own investments | People who want a portfolio built and rebalanced for them |
| Fees | $0 commission on stocks and ETFs | 0.30% of assets annually |
| Minimum to start | $0 | $500 |
| Advisor access | Self-service tools | Included with every account |
| Open self-directed | Open managed |
Investing tools that don't nickel-and-dime you either.
Zero-commission trading
Buy and sell stocks and ETFs without a per-trade fee.
Automatic rebalancing
Managed portfolios adjust back to target allocation without you lifting a finger.
SIPC protected
Brokerage accounts are protected up to $500,000 through SIPC coverage.
Real advisors, not just a chatbot
Schedule time with a licensed advisor at no extra charge, any time you want a second opinion.
Questions people actually ask.
No — brokerage accounts are protected by SIPC up to $500,000, not FDIC insurance, since these are market investments, not deposits.
Yes, most transfers are handled electronically and typically complete within one to two weeks.
A $500 minimum applies to open a managed portfolio; the self-directed account has no minimum.
Start investing in about five minutes.
Open a self-directed account with no minimum balance.
Open an investing account