Spendvest Corp offers automated investment management services through an online platform. The firm uses algorithms to create customized portfolios based on a client's age, risk tolerance, income, and current assets. Spendvest's investment personnel oversee the algorithm but may not monitor each client's account individually. Clients are encouraged to update their profile with any changes.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Spendvest Corp charges a flat subscription fee for its robo-advisory portfolio management services:
- $12.99 per month
- $99 per year
- $499 one-time lifetime fee
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