Bamboo Robo Advisor, operating as WealthGap in New York, provides automated investment management services through its WealthGap Management Program. It manages accounts based on individual client goals and risk tolerance, primarily using equities and exchange-traded funds (ETFs), and may use options to hedge risk. Accounts are held at Alpaca Securities LLC. Clients interact with the advisor through the WealthGap iOS application. Bamboo Robo Advisor has a legal duty to act in your best interest.
Assets Under Management$41K
Clients28
AdvisorsN/A
Avg. per Client$1.5K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is a wrap fee program. The Program Fee Rate is nonnegotiable and payable monthly in arrears. The Program Fee is subject to change from time to time, upon notice to you.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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