SocialTrader.ai Inc. operates as a registered investment advisor through a digital investment platform, offering technology-enabled investment services. SocialTrader provides a modular service framework where clients can select specific services via an electronic onboarding process. The firm's offerings include subscription-based non-advisory tools such as model portfolios, algorithmic insights, and research analytics. For investment advisory clients, SocialTrader offers both non-discretionary portfolio recommendations and automated or limited discretionary portfolio management. Additionally, SocialTrader offers performance-based advisory programs for qualified clients. The firm utilizes algorithmic models, data analytics, and artificial intelligence-assisted tools to generate insights and support investment decision-making. SocialTrader primarily serves individuals and high-net-worth individuals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.25% |
| $1M+ | 0.25% |
Fees are calculated on a blended tier basis and billed monthly in arrears. Qualified clients may alternatively elect performance-based fee programs with a base fee of 0.25% to 0.60% and a 5% to 10% performance fee.