Ant Money Advisors manages investment portfolios and provides investment advisory services through a digital program accessible via a mobile application. The firm primarily invests client assets in exchange-traded funds using model portfolios designed for varying risk tolerances, alongside an explore feature that allows clients to research and select individual large-cap stocks. Investment management is provided on a discretionary basis, meaning the firm makes trades for your portfolio without needing to ask first. Ant Money Advisors serves individual investors and focuses on automated rebalancing, dividend reinvestment, and regular portfolio oversight.
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
The firm charges a flat monthly fee of $2.00 per account regardless of portfolio size.