SecurePlan

Every U.S. wealth plan,
lined up in one ledger.

Risk scores, ROI ranges, fees, and lock-in terms — standardized side by side so you can see exactly what you're choosing between.

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Matrix preview

Risk · Return · Fee alignment

0.0% Top ROI

0 Plans

0.00% Avg fee

Plan ROI band Fee Risk

Frontier Tech Growth 7–12% 0.85%

9/10

Balanced Horizon Core 5–8% 0.55%

5/10

Steady Anchor Income 3–5% 0.35%

2/10

Compliance-Reviewed Listings

Standardized ROI Reporting

Independent Risk Scoring

U.S. Licensed Partner Advisors

Six ways to allocate capital

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Aggressive Growth

Long-horizon equity plans built for decades of accumulation, including Horizon Growth 2045 and Frontier Tech Growth Fund.

ROI 9.0%–14.0%

Fixed Income

Treasury and investment-grade bond ladders for capital stability, led by Steady Anchor Income.

ROI 4.0%–5.5%

Balanced Wealth

Blended equity-and-bond cores such as Balanced Summit Portfolio and Summit Global Diversified Fund.

ROI 6.0%–9.0%

Capital Preservation

Principal-protective plans for short time horizons, such as Capital Shield Preservation.

ROI 3.0%–4.0%

Sustainable Growth

ESG-screened equity growth, represented by Evergreen ESG Growth.

ROI 7.0%–9.5%

Real Estate Income

Diversified REIT-based income plans, including Cornerstone REIT Income.

ROI 5.5%–8.0%

How the matrix works

Standardized data, not marketing copy.

Every plan on SecurePlan is scored against the same five criteria — risk, expected ROI range, lock-in period, fee structure, and eligibility — pulled from provider disclosures and normalized into one matrix format so figures are genuinely comparable.

01 Provider disclosures collected and cross-checked quarterly
02 Risk scored on a consistent 1–10 scale across all categories
03 Fee structures normalized to annual percentage terms

Read the full methodology →

Financial advisor reviewing portfolio documents with a client at a desk

Snapshot

Three plans, side by side

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Plan	Risk	Est. ROI	Lock-In	Fee	Minimum
Balanced Summit Portfolio Balanced Wealth	5/10	6.0%–8.0%	5 yrs	0.60%	$2,500
Steady Anchor Income Fixed Income	2/10	4.0%–5.5%	2 yrs	0.35%	$1,000
Frontier Tech Growth Fund Aggressive Growth	9/10	10.0%–14.0%	8 yrs	0.90%	$5,000

Plans in the matrix

Investment categories

$500

Lowest plan minimum

Quarterly

Data refresh cycle

Quarterly market insight briefing

A short, plain-English briefing on rate moves, new plan listings, and matrix updates — sent four times a year.

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Every U.S. wealth plan, lined up in one ledger.