Fivancial Advisors offers automated investment advice through the BankSocial mobile app. The firm uses algorithms to generate stock recommendations based on a client's risk tolerance, financial situation, investment objectives, income, net worth, time horizon, and investment experience. Fivancial does not provide human portfolio management or financial planning.
Assets Under Management$510
Clients6
AdvisorsN/A
Avg. per Client$85
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Fivancial Advisors charges a flat monthly subscription fee of $2.99 for access to its automated investment recommendations within the BankSocial app. The fee provides full access to digital advisory recommendations and does not vary based on the amount you invest.
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