Unstoppable Asset LLC is a registered investment advisor founded in 2023 that offers automated investment management services exclusively through its digital platform. The firm specializes in helping teenagers and young adults build long-term wealth through custodial Roth Individual Retirement Accounts and individual retirement accounts, though it serves clients of all ages. Unstoppable Asset focuses on low-cost, diversified exchange-traded funds and mutual funds designed for long investment horizons, such as the 45 to 50 years young investors have until retirement. Clients complete a risk tolerance questionnaire through the firm's digital platform, which automatically assigns them to one of five age-appropriate model portfolios ranging from conservative to aggressive growth. The platform handles automatic contributions and rebalances portfolios annually or when allocations drift. Unstoppable Asset also features a gift contribution platform allowing friends and family to contribute directly to a client's account. The firm's principal owner is Amitabh Godha, and accounts are custodied with Charles Schwab.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
The annual fee is 0.15% for all clients, calculated daily and deducted quarterly in arrears. There are no minimum fees or account minimums.