Inversso, LLC is an online registered investment advisor that operates as a digital automated investment service, often referred to as a robo-advisor. Founded in 2018, the firm provides internet-only investment advisory services where clients complete an online questionnaire regarding their financial situation, goals, and risk tolerance. Based on these answers, Inversso recommends one or more pre-set managed portfolios that are continuously monitored. Inversso maintains full control over the investments within the portfolios, meaning clients cannot impose individual security or sector restrictions. Inversso also offers educational courses covering basic, intermediate, and advanced investing and securities concepts. The firm utilizes independent custodians such as Charles Schwab and Interactive Brokers to hold client funds and securities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Inversso charges an annual flat rate of 2.00% on assets under management, billed monthly in arrears. Fees are negotiable or waivable in individual cases at the firm's discretion.