TE Advisor, LLC offers automated investment management services through an online platform. The firm uses algorithms to create customized portfolios based on a client's age, risk tolerance, income, and assets. TE Advisor's investment personnel oversee the algorithm but may not monitor each client’s account individually. Clients can update their information to adjust their portfolio's composition. TE Advisor generally invests in mutual funds, fixed income, real estate funds, equities, ETFs, and treasury inflation-protected bonds.
Fee Structure
TE Advisor provides automated investment management services, charging an annual fee based on the value of your portfolio. The annual fee ranges from 0.60% to 1.50%. TE Advisor may also charge a monthly account fee of $1 to $5, which varies depending on the credit union introducing the service. Fees are negotiable by the credit union. You can terminate the agreement within five business days for a full refund.