| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
Personal Advice fees are tiered. Market-Focused Robo Portfolios are 0.30% annually. Guided Advice is 0.50% annually. Cash-Enhanced Robo Portfolios and Invest Simply have no advisory fee.
601 S. Tryon Street, Suite 100, Charlotte, NC, 28202
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Christopher works as a driver for Lyft and Uber, though he hasn't driven yet as of the filing date. He also works as a consultant for Gifted Intellekts (about 10-20% of his time), an MC/DJ for Social Soundtracks (a few hours per week), and a manager for Ally Invest Advisors and Ally Bank.