Inversso, LLC
Assets Under Management
$384K
Number of Clients
66
Number of Advisors
1
Average Client AUM
$6K
AUM per Advisor
$384K
Compensation
Fee-Only (AUM)
About This Firm
Inversso, LLC is a Registered Investment Adviser offering a digital, self-guided online wealth management service. Clients complete an online questionnaire, and the system recommends managed portfolios based on their financial situation, goals, and investment objectives. Inversso provides discretionary asset management services, including rebalancing of portfolios. Educational courses are also offered.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fees are billed and collected monthly in arrears and are charged at an annual flat rate of 2.00% based on Assets Under Management. In individual cases, Inversso has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Inversso charges an annual flat fee of 2.00% based on assets under management, billed monthly in arrears. Fees are based on the market value of assets on the last business day of the previous month. Self-trading accounts are charged an administration fee of $1 per month. Educational courses are available for $20 each. There is a minimum account size of $100 to open and maintain an advisory account.
Areas of Practice
Location
DE, United States