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Robo Advisor
Published by: Michael Tito
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.
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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.
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Robo Advisor FAQ
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Is Robo Advisor free?
Yes, Robo Advisor is completely free and it doesn't have any in-app purchases or subscriptions.
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Is Robo Advisor legit?
Not enough reviews to make a reliable assessment. The app needs more user feedback.
Thanks for the vote -
How much does Robo Advisor cost?
Robo Advisor is free.
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What is Robo Advisor revenue?
To get estimated revenue of Robo Advisor app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.
User Rating
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Robo Advisor Installs
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Robo Advisor Revenue
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App Info
- Category
- Finance
- Publisher
- Michael Tito
- Languages
- English
- Recent release
- 1.0 (7 years ago )
- Released on
- Dec 22, 2016 (7 years ago )
- Also available in
- United States, Germany, Canada, Thailand, Switzerland, Spain, United Kingdom, South Africa, Malaysia, Mexico, Kuwait, Nigeria, Netherlands, Norway, Lebanon, New Zealand, Peru, India, Philippines, Pakistan, Poland, Portugal, Romania, Saudi Arabia, Sweden, Singapore, Slovenia, Türkiye, Taiwan, Ukraine, Vietnam, Ecuador, Argentina, Austria, Australia, Azerbaijan, Bulgaria, Brazil, Belarus, Chile, Colombia, Czechia, Denmark, Dominican Republic, South Korea, Egypt, Finland, France, Greece, Hong Kong SAR China, Hungary, Indonesia, Ireland, Israel, United Arab Emirates, Italy, Japan
- Last Updated
- 1 week ago