Candlestick Ai

Fee-Only (% of Portfolio)

Candlestick is a mobile app that uses artificial intelligence to manage investments for individuals and small businesses. Candlestick creates investment strategies using AI and clients can choose between different model portfolios. Clients cannot directly contact Candlestick for investment advice, but can contact them for technical and customer service issues.

Assets Under Management$5K
Clients50
AdvisorsN/A
Avg. per Client$100
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Plus a flat $6/month fee. The fee may be lower depending on the amount you invest, how complex your investments are, and the risk level of the specific strategy you choose.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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