Inversso is a robo-advisor that provides automated investment advice. Clients complete an online questionnaire, and the system recommends managed portfolios based on their financial situation, goals, and investment objectives. Inversso manages the portfolios and rebalances them. Clients control how much they invest, but Inversso controls the investments within the portfolios. Inversso may also provide educational courses on investing.
Assets Under Management$360K
Clients66
Advisors1
Avg. per Client$5.5K
Avg. per Advisor$360K
Fee Structure
Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable in individual cases.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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