OnlyFunds is an automated investment advisor that provides software-based investment advisory and portfolio management services through its website and the Betterment for Advisors Platform or Interactive Brokers. Clients grant OnlyFunds authority to manage their assets in accounts opened at Betterment or IBKR. OnlyFunds aims to maximize long-term returns based on Modern Portfolio Theory, using algorithmic portfolio construction, rebalancing, and tax-loss harvesting. The service is tailored to individual risk tolerances determined through questionnaires.
Assets Under Management$310K
Clients12
Advisors1
Avg. per Client$26K
Avg. per Advisor$310K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
OnlyFunds reserves the right to negotiate, reduce or waive the advisory fee for certain Client Accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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