EarlyBird Advisors provides automated portfolio management services through an online interface. Using modern portfolio theory, EarlyBird Advisors builds customized portfolios based on each client's individual characteristics, such as age, income, risk tolerance, and current assets. The automated investment strategies focus primarily on equities, exchange-traded funds, venture capital funds, and private placements. EarlyBird Advisors operates as a fiduciary, legally required to act in your best interest when providing advice. The firm does not have account minimums and serves individual investors and high-net-worth individuals.
Fee Structure
EarlyBird Advisors charges a flat fee of $4.99 per month for automated portfolio management services. Fees are billed monthly in advance and paid via automated clearing house or a secure credit card processor. Clients are also responsible for third-party expenses such as custodian fees, brokerage fees, and mutual fund fees.