Bili Finance offers automated investment advisory services to individual investors through its mobile app. For a flat monthly subscription fee, clients receive automated portfolio management using a single exchange-traded fund that tracks the S&P 500, spending tracking, and budgeting tools. The app uses artificial intelligence to personalize advice based on client data, but clients have full control over investment decisions.

Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded

Bili charges a flat subscription fee of $9.99 per month for access to all services (automated portfolio management in VOO, spending tracking, and budgeting tools). There are no asset-based fees, performance fees, or additional charges for investment management.

Fee Estimator
Your Portfolio Value
$500K
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Bili Finance | TrueAdvisor