AdvisiFi offers investment advice through a web-based platform. Clients provide their financial information, and AdvisiFi recommends investments based on that information. AdvisiFi offers both non-discretionary services, where clients approve each trade, and discretionary services, where AdvisiFi manages the portfolio directly. Clients need to open brokerage accounts with CDS1 Securities LLC, which is introduced to RQD* Clearing LLC. AdvisiFi does not offer in-person or over-the-phone advice.
Assets Under Management$1.8M
Clients153
Advisors1
Avg. per Client$12K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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