Openvest is a registered investment advisor that provides investment advisory services exclusively through a mobile app and web-based solutions. Openvest helps clients build smart financial habits to create and manage wealth by providing financial education, tools, and guidance, and by simplifying and optimizing the way clients save and invest. Openvest uses algorithms and market analyses to identify investment opportunities. Openvest does not offer tax, accounting, or legal advice.
Fee Structure
Openvest charges a flat $3 fixed fee for advisory and platform services. This fee covers advisory services, execution, clearance, custody, and account reporting. The fee can be charged monthly or annually. Openvest may offer lower fees through promotions or negotiate separate fee arrangements with some clients.