Your Story Financial will manage your portfolio for you by helping to determine your risk tolerance, time horizon and goals. The investments chosen can be housed in a non-qualified account, a Traditional IRA, Roth IRA, custodial account, etc. The type of account we chose will depend on how you plan to use the money in the future. We can choose between stocks, bonds, mutual funds, exchange traded funds, etc. Your Story Financial charges a flat fee, which is determined by the amount of assets you wish to invest.