Public Advisors provides investment management services exclusively online, using software to manage client accounts. They offer Treasury Accounts (US Treasuries), Direct Index Accounts (investing in stocks of a benchmark index), and Generated Assets Accounts (custom indexes created with AI). Clients give Public Advisors authority to make trades in their accounts. Public Investing, an affiliated broker-dealer, holds client accounts.
Assets Under Management$8.8M
Clients1,429
Advisors8
Avg. per Client$6.2K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 0.29% |
| $25K - $100K | 0.24% |
| $100K - $1.0M | 0.19% |
| $1.0M - $5.0M | 0.14% |
| $5M+ | 0.09% |
Schedule applies to Treasury Accounts. DI Accounts have a 0.19% annual fee. GA Accounts have a 0.49% annual fee. Fees are subject to change and may be negotiated or waived at Public Advisors' discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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