Robo Advisor Brazil L +4
Michael Tito
-
- Grátis
Capturas de tela
Descrição
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.
Novidades
Versão 1.0
This app has been updated by Apple to display the Apple Watch app icon.
Privacidade do app
O desenvolvedor, Michael Tito, não forneceu detalhes sobre suas práticas de privacidade e gerenciamento de dados à Apple.
Nenhum detalhe fornecido
Os reponsáveis pelo desenvolvimento serão requisitados a fornecer detalhes de privacidade ao enviar a próxima atualização do app.
Informações
- Venda
- Michael Tito
- Tamanho
- 7,4 MB
- Categoria
- Finanças
- Compatibilidade
-
- iPhone
- Requer o iOS 6.0 ou posterior.
- iPad
- Requer o iPadOS 6.0 ou posterior.
- iPod touch
- Requer o iOS 6.0 ou posterior.
- Idiomas
-
Inglês
- Classificação indicativa
- +4
- Copyright
- Copyright © 2016 Insight Advisors, LLC. All rights reserved
- Preço
- Grátis