Carry Advisors is a digital financial services company that provides investment advice through its website and mobile app. They offer both non-discretionary (Equities) and discretionary (Roboadvisor and Smart Yield) advisory services. The firm's advice is based on algorithms and client-provided information. Customer service representatives can assist with technical questions but do not provide personalized investment advice. To use Carry Advisors, you must also be a member of The Vibes Company Inc.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Effective June 20, 2025, Carry Advisors charges 0.20% annually for Roboadvisor and Smart Yield accounts. Roboadvisor accounts opened before June 20, 2025, are grandfathered at 0% until January 1, 2027. Equities accounts have no advisory fee. All accounts require an active Vibes membership.