CROBO Advisors operates an online automated investment platform delivering quantitative and model-based investment strategies. The firm builds portfolios focused on perpetual preferred securities and U.S. Treasury instruments across three model portfolios: Conservative, Active, and Bold. Clients complete an online questionnaire during onboarding to determine their risk profile and portfolio assignment. CROBO Advisors exercises discretionary authority to manage client accounts held at a qualified custodian broker-dealer.
Assets Under Management$10K
Clients10
AdvisorsN/A
Avg. per Client$1K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50%, which can be reduced to as low as 1.50% through tenor and account size discounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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