Ursa Financial provides portfolio management through its mobile app. Clients complete a questionnaire to be matched with a starter portfolio, which they can customize. Ursa curates a list of recommended stocks from US Large Cap companies. The service does not provide comprehensive financial, tax, or legal advice. Clients must open a brokerage account with Ursa's custodian, DriveWealth, and grant Ursa discretionary authority.
Assets Under Management$13M
Clients125
Advisors1
Avg. per Client$100K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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