Treasury Interactive Investment Advisers offers financial education and non-discretionary investment advice through an online platform. Clients can choose their own investments from a list of eligible exchange-traded funds and stocks, or select from pre-built model portfolios based on their age. The firm provides workshops and seminars, but clients make all investment decisions themselves. Influencer Partners refer clients to Treasury Interactive Investment Advisers.
Fee Structure
Treasury Interactive Investment Advisers does not charge Influencer Members an advisory fee to participate in the Program. The Influencer Partners separately charge their members a subscription fee for services provided by the Influencer Partners through the Treasury Interactive platform. Treasury Interactive Investment Advisers has an agreement with Treasury Interactive and the Influencer Partners under which the Influencer Partners agree to compensate Treasury Interactive Investment Advisers for providing its members with Educational Services and non-discretionary advisory services. The fees paid to Treasury Interactive Investment Advisers are subject to individual negotiation between Treasury Interactive Investment Advisers and the Influencer Partners and are not standardized. Treasury Interactive Investment Advisers reserves the right to begin charging an advisory fee directly to Influencer Members upon ninety (90) days prior written notice.