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Version
1.0
Size
7.04 Mb
Updated
7 years ago
Released
22 Dec 2016
Screenshots
Description
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.
Management Fees:
Large Value: 0.10%
Large Growth: 0.10%
Small Value: 0.10%
Small Growth: 0.10%
International: 0.10%
Multi-Alternative: 1.57%
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.
Estimates
Search Keywords 2
| # | Term | Country | Place | Priority |
|---|---|---|---|---|
| 1 | stock advisor | #16 | ⭐️⭐️⭐️⭐️ | |
| 2 | mutualbank | #17 |
Competitors
Availability
Devices
iPhone3GS
iPhone4
iPodTouchFourthGen
iPad2Wifi
iPad23G
iPhone4S
iPadThirdGen
iPadThirdGen4G
iPhone5
iPodTouchFifthGen
iPadFourthGen
iPadFourthGen4G
iPadMini
iPadMini4G
iPhone5c
iPhone5s
iPadAir
iPadAirCellular
iPadMiniRetina
iPadMiniRetinaCellular
iPhone6
iPhone6Plus
iPadAir2
iPadAir2Cellular
iPadMini3
iPadMini3Cellular
iPodTouchSixthGen
iPhone6s
iPhone6sPlus
iPadMini4
iPadMini4Cellular
iPadPro
iPadProCellular
iPadPro97
iPadPro97Cellular
iPhoneSE
iPhone7
iPhone7Plus
iPad611
iPad612
iPad71
iPad72
iPad73
iPad74
iPhone8
iPhone8Plus
iPhoneX
iPad75
iPad76
iPhoneXS
iPhoneXSMax
iPhoneXR
iPad812
iPad834
iPad856
iPad878
Watch4
iPadMini5
iPadMini5Cellular
iPadAir3
iPadAir3Cellular
iPodTouchSeventhGen
iPhone11
iPhone11Pro
Watch5
iPadSeventhGen
iPadSeventhGenCellular
iPhone11ProMax
iPhoneSESecondGen
iPadProSecondGen
iPadProSecondGenCellular
iPadProFourthGen
iPadProFourthGenCellular
Pricing by country
| Country | Price |
|---|---|
| Canada | free |
| China | free |
| France | free |
| Germany | free |
| Italy | free |
| Netherlands | free |
| Portugal | free |
| Spain | free |
| Poland | 1.09 EUR |
| UK | free |
| India | free |
| Japan | free |
| Korea, Republic Of | free |
| Poland | free |
| Russia | free |
| Turkey | free |
| USA | free |
| Korea, Republic Of | free |
| Ukraine | free |