BInvesting, operating as a robo-advisor, provides automated investment advice to individual retail investors. It uses a proprietary algorithm to recommend model portfolios managed by third-party investment managers, tailored to client's financial goals, risk tolerance, and investment objectives. BInvesting offers its services through a fully digital interface, with limited human involvement. The firm's wrap fee program bundles advisory, custodial, and transaction execution fees into a single asset-based fee.
Assets Under Management$0
ClientsN/A
Advisors6
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.85% |
| $100K - $200K | 1.75% |
| $200K - $300K | 1.50% |
| $300K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee structure includes advisory services, portfolio rebalancing, trade execution, and custodial services as part of the wrap fee program.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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