BIASafe Securities USA Corp is a technology-enabled investment advisor that delivers automated investment strategies exclusively through its cloud-based software platform. The firm provides services through two main paths: Model Delivery, where clients receive quantitative model portfolios to execute themselves, and Automated Implementation, where BIASafe places trades on a limited discretionary basis to replicate approved models in the client's account at Interactive Brokers. BIASafe's platform utilizes a Quantitative Investment Engine to ingest institutional data and apply client-defined parameters, supported by an AI-assisted strategy construction interface. The firm serves both institutional clients and individual retail investors on a self-directed basis. BIASafe does not provide financial planning, tax planning, estate planning, or other non-investment advisory services.
Fee Structure
Individual retail clients pay a flat monthly subscription fee of $99 (or $1,188 per year) for platform access and advisory services. Individual accounts are not charged any asset-based management fees.
Institutional clients pay a technology platform subscription fee of $2,899 per Admin user per month (with a minimum of two users required, totaling $5,798 per month) plus modular asset-based management fees based on strategy complexity.