Ant Money Advisors manages investment portfolios for individuals who are U.S. tax residents and use the ATM.com app. Clients can direct their earnings from the app to the investment program. The firm invests in exchange-traded funds (ETFs) based on model portfolios and rebalances them periodically. Clients can also select individual stocks for a portion of their portfolio. The firm does not accept client restrictions on specific securities.
Assets Under Management$610
Clients42
AdvisorsN/A
Avg. per Client$14
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Ant Money Advisors manages client accounts through a wrap fee program, which includes advisory services, clearing, custody, reporting, and brokerage costs, all for a monthly fee. Clients access these services through the ATM.com mobile app. The monthly fee is $2.00 per account.
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