Afinitiv LLC offers online automated investment advice, also known as robo-advice, to individuals, high net worth individuals, corporations, pooled investment vehicles, and pension plans. Afinitiv uses artificial intelligence and algorithmic tools to guide investment allocations and asset selection, which are then implemented on behalf of clients. Afinitiv may provide general guidance and information on topics relevant to clients and information about third-party products and services.
Assets Under Management$270K
Clients15
AdvisorsN/A
Avg. per Client$18K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Rate is for US Residents (automated onboarding). UK, Canada, Australia, and EU Residents pay 1.00%. Residents of all other jurisdictions pay 2.00%. Some client balances may attract a different fee, depending on their nature and circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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