Finequities LLC provides investment advisory services through its mobile app. Users can share portfolios, follow others, and replicate portfolios. Finequities offers custom portfolios and investment bundles tailored to user preferences. Clients open brokerage accounts and execute their own trades, as Finequities doesn't have trading authority. The firm limits its advice to equity securities.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Finequities LLC does not manage client accounts directly. Instead, it offers investment bundles for a fixed fee of $1.5 per bundle each time a user invests. Alternatively, users can subscribe to a pro plan for $7 per month or $67 per year, which waives the bundle fees.
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