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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |