B4U Advisor offers digital investment management services to individual clients, primarily in Latin America. Clients complete a digital questionnaire to determine their risk tolerance and investment objectives. Based on their responses, B4U Advisor recommends a model portfolio consisting of UCITS Exchange Traded Funds (ETFs) listed on the Mexican stock exchange. B4U Advisor manages the portfolio and rebalances it as needed. Clients interact with B4U Advisor through a website and mobile application.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees may be negotiable or modified for any client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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