Affordable independent fiduciary for all account level investment decisions. Link your Schwab, Fidelity, Vanguard or Interactive Brokers account. Affordable, transparent, conflict-of-interest free fiduciary advice from a SEC Registered Investment Advisor.
The app will manage portfolios of individual stocks to optimize performance within guidelines you set including investment strategy, portfolio construction, risk management, and re-balancing intervals. Back office teams manage the investment operations of your portfolios.
Large Value: 0.10%
Large Growth: 0.10%
Small Value: 0.10%
Small Growth: 0.10%
Robo Advisor provides discretionary investment advisory services. Investors have the app manage their assets via a separate account arrangement governed by an investment management agreement.
Investment advisory services for separate accounts consist of sourcing and analyzing investment opportunities, making investments, monitoring investments, disposing of investments already made by each client, and providing risk management services to each client.