ProSophia Advisors uses artificial intelligence and machine learning to identify price trends and manage investments in separately managed accounts. They offer investment management services for select liquid assets, including individual stocks and exchange-traded funds (ETFs). Clients can customize their approach by choosing the underlying assets, number of assets, allocation of assets, and rebalancing decisions. The goal is to generate risk-adjusted and absolute outperformance compared to benchmarks.
Fee Structure
ProSophia Advisors charges a management fee of 0.5% of your portfolio per quarter (2% annually), based on the beginning market value of the quarter. They also charge a performance fee of 20% of net performance above the highest quarter-ending market value for the account. These fees are for separately managed accounts. These fees are only charged to qualified clients.