SocialTrader.ai Inc. provides financial planning and portfolio management services through its online platform. Clients answer questions to customize their investment portfolio. The firm monitors and rebalances portfolios. SocialTrader also offers a subscription service for self-directed investors. The firm provides its platform services to retirement plan sponsors.
Assets Under Management$400
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.