The Zillennial Advisors provides financial planning and investment management services through its AI-powered platform. Clients can access financial planning tools, portfolio matching recommendations, and investment education. For investment management, Zillennial offers discretionary portfolio management with automated rebalancing and daily performance monitoring. All investment advice is delivered through the online platform, and clients can contact customer service for technical support.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5K | Included |
| $5K+ | 1.00% |
For accounts between $0-$5,000, a flat fee of $5/month is charged. For accounts over $5,000, a fee of 1.0% annually is charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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