NINE30 Advisors provides investment advice through a software application, using an algorithm to tailor investment recommendations based on client profiles. NINE30 actively manages client portfolios, consisting of equities, ADRs, ETNs, and ETFs, on a discretionary basis. NINE30 does not offer financial or tax planning or legal advice. Clients open accounts at Alpaca Securities LLC, which provides custody, clearing, and settlement services.
Assets Under Management$190K
Clients110
Advisors1
Avg. per Client$1.7K
Avg. per Advisor$190K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K+ | 0.75% |
Accounts under $100,000 are managed free of charge. Fees for institutional clients and certain large accounts may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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