Fingage Advisors LLC offers investment advice through its online advisor, focusing on retirement objectives. Fingage provides a diversified portfolio of mutual funds, exchange traded funds (ETFs), or units in separately managed accounts, chosen from a retirement plan’s investment options or from the general universe of mutual funds and securities. Fingage also provides a personalized glide path and simulated forecasts of wealth and retirement readiness. Fingage monitors client accounts and either automatically rebalances their portfolio or notifies clients to manually rebalance. Fingage's approach builds on modern portfolio theory and incorporates recent advances in asset allocation, risk management, portfolio optimization and retirement planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
The fee may be significantly lower especially in employer-sponsored or public retirement plans based on factors such as the size of the plan and the number of plan participants. Fees may vary for each Client and Fingage reserves the right to negotiate, reduce or waive the advisory fee for certain Client Accounts.