Investing with Virtual Dan

Growing your wealth should be fun & easy! Let’s see which investment strategy best fits your risk profile.

Low Cost Mutual Fund & ETF Managed Portfolios

A portfolio designed based on your “Risk Profile” score.

$5,000 min.

0.40% mgmt fee

Model Stock Portfolios & Individual Stock Holdings

Three strategies: The Large Cap Growth Strategy, The Blue Chip Value Dividend Strategy, & The Dogs of the Dow Strategy

$50,000 min.

0.60% mgmt fee

Fixed Indexed Annuity Center

We ONLY consider high-quality, no-cost fixed annuities as a portion of your overall investment portfolio.

Join FMF365 Today!

Sign up for free and take full advantage of our wealth management tools and resources:

  • Track your wealth and performance all in one place!

  • Open a Fidelity Investments account (Brokerage, IRA: Tax Deductible, Roth IRA: Tax Free).

  • Professionally managed portfolio at an ultra-low cost of 40 bp.

Install The FMF365 App Today!

Get personal finance guidance on the go! Earn your first VDcoin by sending a screenshot to dan@firstmasonfinancial.com!