Assets Under Management
$384K
Number of Clients
66
Number of Advisors
1
Average Client AUM
$6K
AUM per Advisor
$384K
Compensation
Fee-Only (AUM)
Inversso, LLC provides a digital, self-guided online wealth management service that offers automated investment advice. Clients complete an online questionnaire, and the system recommends managed portfolios. Inversso provides discretionary asset management services with regard to the rebalancing of the available portfolios.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Inversso has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
DE, United States