Analog Capital AI offers comprehensive financial planning and investment management services for individuals and high-net-worth clients. Analog Capital AI focuses on areas such as investment planning, life insurance needs, tax considerations, retirement preparation, college savings, and debt management. The firm generally limits its investment recommendations to fixed income securities, equities, and exchange-traded funds, including precious metal sectors. Analog Capital AI operates under a fiduciary standard when advising on retirement accounts, ensuring advice is given in the client's best interest. Services are tailored using individual client goals and risk tolerances, though clients cannot impose specific screening restrictions based on personal values. Analog Capital AI requires clients to use a specific broker-dealer, Alpaca Securities, for trade execution.
Fee Structure
- Hourly financial planning — $250 to $450 per hour for comprehensive financial plan creation covering investment planning, life insurance, taxes, retirement, college savings, and debt management.