Robo Advisor 1.0
Continue to app
Free Version
Publisher Description
Affordable independent fiduciary for all account level investment decisions. Link your Schwab, Fidelity, Vanguard or Interactive Brokers account. Affordable, transparent, conflict-of-interest free fiduciary advice from a SEC Registered Investment Advisor.
The app will manage portfolios of individual stocks to optimize performance within guidelines you set including investment strategy, portfolio construction, risk management, and re-balancing intervals. Back office teams manage the investment operations of your portfolios.
Management Fees:
Large Value: 0.10%
Large Growth: 0.10%
Small Value: 0.10%
Small Growth: 0.10%
International: 0.10%
Multi-Alternative: 1.57%
Robo Advisor provides discretionary investment advisory services. Investors have the app manage their assets via a separate account arrangement governed by an investment management agreement.
Investment advisory services for separate accounts consist of sourcing and analyzing investment opportunities, making investments, monitoring investments, disposing of investments already made by each client, and providing risk management services to each client.
Dec 22, 2016
Version 1.0
This app has been updated by Apple to display the Apple Watch app icon.
About Robo Advisor
Robo Advisor is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops Robo Advisor is Michael Tito. The latest version released by its developer is 1.0.
To install Robo Advisor on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2016-12-22 and was downloaded 2 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Robo Advisor as malware if the download link is broken.
How to install Robo Advisor on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Robo Advisor is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Robo Advisor is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
