Mary & Pip Investments provides investment management services through its online platform. The firm gathers information about clients' financial situations and goals through an online questionnaire and recommends ETF-based portfolios aligned with their risk profiles. Clients can contact Mary & Pip with questions through the platform. Mary & Pip does not provide individualized investment advice by telephone, in person, or through other non-digital means.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Fees may be waived on friend or family accounts at Mary & Pip's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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