Eggz offers robo-advisory portfolio management services through an online platform. Clients provide information about their age, risk tolerance, income, and assets, and Eggz's algorithms suggest an investment solution from a limited set of ETFs, mutual funds, and fixed income assets. Clients select the investment solution, and Eggz oversees the algorithm but does not monitor each client's account individually. Clients are responsible for updating their information.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | Included |
| $10K - $250K | 0.50% |
| $250K - $1000K | 0.30% |
| $1M+ | 0.25% |
For accounts with less than $10,000, Eggz charges $5 a month. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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