DA Inv provides online investment advisory services through its app. Clients complete a questionnaire to determine their investor profile, and the app recommends a portfolio allocation across various asset classes. Clients can invest directly in assets listed on NASDAQ and NYSE. DA Inv reviews accounts periodically and sends reminders about rebalancing, performance, and projections. DA Inv does not actively trade on behalf of clients and does not provide legal or tax advice.
Assets Under Management$1.4M
Clients2,182
AdvisorsN/A
Avg. per Client$640
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.01% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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