開發人員: Michael Tito (1)
價錢: 免費
排名: 0 
評測: 0 寫評論
清單: 0 + 0
點數: 0 + 9 (1.7) ¡
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描述

Robo Advisor
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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#1. Robo Advisor (iOS) 由: Michael Tito
#2. Robo Advisor (iOS) 由: Michael Tito
#3. Robo Advisor (iOS) 由: Michael Tito
#4. Robo Advisor (iOS) 由: Michael Tito

新功能

  • 版本: 1.0
  • 發佈日期:

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  • 今天: 免費
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  • 最大值: 免費
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其他資訊

Robo AdvisorRobo Advisor 縮短網址: 已複製!
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