Lend Academy Investments (LAI) offers investment advisory services through LendingRobot and NSR Invest, providing automated services to institutions, financial advisors, family offices, and individual clients. These services include a Managed Account Service (MAS) and a Non-discretionary Investment Service (NDIS). LAI also manages the LendingRobot Series, LLC, a private investment fund. LAI does not consider the client’s individual circumstances when selecting Loans for clients’ portfolios.
Assets Under Management$12M
Clients611
Advisors1
Avg. per Client$20K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
NSR Invest Conservative, Balanced, and Assertive strategies: 0.60% per year, assessed quarterly. LendingRobot Fully Automated Mode: 0.45% per year over Fee Waiver, assessed monthly. Fee Waiver is usually the first $5,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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