EarlyBird Central Inc. (ECI) offers automated investment management through a wrap fee program. ECI uses algorithms to create customized portfolios based on factors like age, risk tolerance, and income. ECI primarily recommends ETFs. Clients complete a questionnaire to determine risk tolerance. ECI does not select outside portfolio managers.
Assets Under Management$14M
Clients6,500
AdvisorsN/A
Avg. per Client$2.2K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
EarlyBird Central offers robo-advisory portfolio management for a monthly or annual subscription fee. The fee structure is based on the number of custodial investment accounts a user has. One custodial investment account costs $5.99 per month, or $49.99 per year for unlimited custodial accounts. These fees are negotiable and paid in arrears. Transaction fees are included in the management fee.
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