Story Makers offers investment strategy and recommendations, along with financial planning services, mainly for data scientists and engineers. Clients complete questionnaires and share financial information through an app. Story Makers uses machine learning models and various data to create investment strategies and recommendations. Clients then implement these recommendations through a broker-dealer of their choice. Story Makers revisits a client’s investment strategy annually, or more often if requested. Financial planning includes advice on retirement, debt, education, insurance, real estate, estate, and tax planning.
Fee Structure
Story Makers charges a fixed monthly fee for financial planning and investment advising: $169 for individuals and $259 for couples. Clients implement the investment strategy and recommendations themselves and are responsible for any fees charged by their broker-dealer.