FolioBeyond manages investments for individuals and institutions, offering automated portfolio allocation advice and direct management for high-net-worth clients. They use proprietary algorithms to create model portfolios of exchange traded funds (ETFs) based on risk tolerance and investment goals. FolioBeyond also offers an alternative income and interest rate hedge strategy and a fixed income ETF.
Assets Under Management$180M
Clients25
Advisors1
Avg. per Client$7.1M
Avg. per Advisor$180M
Fee Structure
Investment management only (planning not offered)
FolioBeyond charges a percentage of your portfolio per year. For most individual investors, the fee is between 0.50% and 0.95%. Fees for corporate or non-corporate entities are negotiable, typically between 0.15% and 0.30%.
Loading...