Autopilot Advisers offers investment advisory and portfolio management services through its mobile app. Clients can replicate model portfolios created by Autopilot or other investment advisors by connecting their brokerage accounts. Autopilot offers Basic and Premium tiers, with the Premium tier providing automated rebalancing. Autopilot does not provide holistic financial planning and recommends clients seek advice from an accountant or financial advisor.
Assets Under Management$460M
Clients132,559
Advisors1
Avg. per Client$3.5K
Avg. per Advisor$460M
Fee Structure
Minimum Investment:$500
Investment management only (planning not offered)
Autopilot Advisers offers two tiers of service:
- Basic Tier: No advisory fee. Clients manually instruct their broker to make trades based on Autopilot's recommendations.
- Premium Tier: Clients pay a technology and licensing fee (T&L Fee) ranging from $29.99 to $199.99 per quarter or $99.99 to $699.99 per year, per Pilot (investment strategy). Autopilot intends to charge an additional percentage-based fee on assets managed in the Premium Tier in the future, ranging from 0.25% to 1% annually. This fee will be calculated on the average daily balance of assets in the Premium Tier product. Clients in the Premium Tier can instruct Autopilot to automatically rebalance their portfolios.
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