Tal Schwartz is a registered investment advisor at Ai Funds, based in Sausalito, CA, with 2 years of industry experience. Tal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ai Funds provides access to its AI-driven Signals to other investment advisors, who then use these signals to manage their own client accounts. The fees for these signals typically range from 0.2% to 0.5% per year based on the assets under advisement. Ai Funds also manages a private fund, charging a monthly management fee of 2% annually. Investors in the fund also pay an incentive allocation of 20% of net income.
Location
75 Gate 5 Rd, Sausalito, CA, 94965
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tal is a managing member and portfolio manager at Actualize Capital, LLC, an investment manager for a pooled investment vehicle. Tal spends about 10-20% of their time selecting investments for the vehicle, including time during securities trading hours.
Employment History
Current Registrations
Ai Funds
State Registrations1 state
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