Robo Advisor 1.0

A reputable independent fiduciary service is offered for making investment decisions across all account levels. This service allows you to connect your Schwab, Fidelity, Vanguard, or Interactive Brokers account. It provides cost-effective and transparent fiduciary guidance from an SEC Registered Investment Advisor.

The application facilitates the management of portfolios consisting of individual stocks to enhance performance within specific parameters specified by you, covering investment strategy, portfolio assembly, risk control, and rebalancing schedules. Professional teams handle 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%

The Robo Advisor offers discretionary investment advisory services where investors entrust the app with managing their assets through a distinct account setup governed by an investment management agreement.

Investment advisory services for separate accounts encompass the identification and evaluation of investment prospects, executing investments, overseeing existing investments, divesting of said investments, and delivering risk management services personalized to each client.