Beagle Invest provides investment advisory services through a web-based and mobile platform, focusing on helping clients grow their retirement savings with low-cost, diversified portfolios. Beagle Invest uses quantitative and fundamental analysis to select investments for its models, aiming for long-term investments. The firm assesses client holdings, reviews investment performance, and rebalances portfolios to align with client profiles and market conditions. Beagle Invest interacts with clients primarily through its technology platform and automated email communications. Beagle Invest does not offer tax or financial planning advice.
Fee Structure
Beagle Invest charges a flat monthly subscription fee of $3.99 per account, regardless of the account value. This fee covers investment advisory services, trade execution, clearing and custody, account recordkeeping, and rebalancing. Clients can open either an Individual Retirement Account (IRA) or an Individual 401(k) account. The firm does not receive commissions for buying or selling investments.