Sidepocket Inc. provides investment advice through its mobile and web-based application. Clients complete a risk assessment to determine suitable asset allocation models. Sidepocket manages the portfolios with discretionary authority, rebalancing as needed. The firm does not provide tax advice or interpersonal investment advice, but offers customer support for technical and operational questions.
Assets Under Management$490K
Clients123
AdvisorsN/A
Avg. per Client$4K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$130
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.79% |
Fees are not negotiable, but Sidepocket may waive or reduce fees in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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