Pioneer Advisory offers automated investment services through its PiTrade platform. Clients can copy model strategies or portfolios created by other users. Pioneer Advisory monitors copied portfolios to ensure alignment with the client's risk tolerance and objectives. The firm does not provide financial planning, legal, or tax advisory services.
Assets Under ManagementN/A
Clients2
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
apps.apple.com/app/id6741485629 ·www.pitrade.com ·play.google.com/store/apps/details?id=com.pione...
Fee Structure
Investment management only (planning not offered)
To access the core features of the PiTrade platform, specifically the ability to copy investment strategies, clients are required to pay a subscription fee. Pioneer Advisory offers two tiers:
- Tier 1 (Plus subscription): $9.99/month, permits copying up to two stock and ETF portfolios and strategies per month.
- Tier 2 (Pro subscription): $29.99/month, permits copying an unlimited number of portfolios and strategies.
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