Dasta Investments LLC

N/A

dub Advisors provides investment advisory and portfolio management through its mobile app to individual users. Users can invest in proprietary investment strategies managed by the firm or portfolios created by other users. The firm offers curated model portfolios through its Creator Program, featuring individual creators selected based on strategy merit, thematic relevance, and performance. The firm also constructs and maintains AI-driven portfolios using proprietary models. The firm does not provide financial planning services or give tax or legal advice.

Assets Under Management$82M
Clients27,037
AdvisorsN/A
Avg. per Client$3K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$200
Investment management only (planning not offered)

dub Advisors offers Premium Portfolios through a subscription-based pricing model. Users pay a flat subscription fee for access to the model strategy, ranging from $25 to $500 per subscription period, billed quarterly or annually. The subscription fee is not based on the amount of assets invested. In addition to the subscription fee, users may be subject to additional third-party costs, such as brokerage and clearing fees, ETF fees, and regulatory fees.

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Dasta Investments LLC | TrueAdvisor