Finvest operates through a mobile app, providing users with the ability to buy and sell stocks, exchange-traded funds (ETFs), and corporate and U.S. government bonds. Finvest makes recommendations based on a suitability questionnaire completed during onboarding. Clients cannot directly contact Finvest's portfolio managers for investment advice but can contact them for technical and customer service issues.
Assets Under Management$4.4M
Clients534
AdvisorsN/A
Avg. per Client$8.3K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
Fee applies only to treasury and corporate bond holdings. Finvest reserves the right to charge a lower amount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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