Li Enterprises provides investment advisory services using a software-based financial advice engine. The engine analyzes client information to generate tailored advice and investment portfolios. The firm focuses on investment planning, retirement planning, and personal savings, and helps clients consider the environmental impact of their investment choices. Li Enterprises primarily serves millennial and Gen-Z clients.
Assets Under ManagementN/A
Clients2
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Li Enterprises charges a monthly subscription fee of $19.99 for the use of their software. There are no other fees charged by Li Enterprises for investment advice. Clients may incur brokerage and other transaction costs charged directly by the brokerages.
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Location
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