Enrich Finance offers investment advisory services through its website, where a proprietary algorithm generates portfolio rebalancing and tax-loss harvesting recommendations based on client-provided information. The algorithm monitors portfolio drift and identifies tax-loss harvesting opportunities. Enrich Finance does not provide guidance on securities outside the client's existing portfolio, nor does it have trading authority. Clients review and implement recommendations at their discretion.
Fee Structure
Enrich Finance charges a subscription fee for its services, not based on the size of your portfolio. You can pay $5 per month or $50 per year. If you pay through Apple Pay, the monthly fee is $7 and the annual fee is $65. You can cancel your subscription at any time, but you won't get a refund for the current billing period.