Unifimoney RIA, INC.

Fee-Only (% of Portfolio)

Unifimoney RIA provides an automated investment advisory service called Robo Advisor through the Unifimoney App. It creates a risk profile for clients and invests their assets in a model portfolio of exchange traded funds (ETFs). Clients can choose a different model portfolio but cannot change the underlying ETFs. The firm monitors and rebalances portfolios quarterly. Unifimoney RIA also offers a self-directed trading option where clients can choose from a pre-selected list of securities.

Assets Under Management$62K
Clients154
AdvisorsN/A
Avg. per Client$400
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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