Waldo.ai provides investment management and advisory services exclusively to businesses and corporations through its online platform. It uses a risk tolerance questionnaire to recommend model portfolios constructed with ETFs. The firm manages assets on a discretionary basis and rebalances portfolios monthly. Clients communicate with Waldo.ai exclusively through the online platform.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is negotiable in certain circumstances. The program fees cover advisory services, trading commission, custodial, clearing and execution and account reporting.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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