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.

Ratings and Reviews

2.0 out of 5
6 Ratings

6 Ratings

App Privacy

The developer, Michael Tito, has not provided details about its privacy practices and handling of data to Apple.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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