What Does Our Cyborg-Advisors™ Personalize Risk Base Model Portfolios Cost?

We charge a management fee of 0.38% to 0.90%, depending on your balance and is prorated across the entire year and is charged at the end of each calendar month.  Our advisor fees are amongst the lowest in the industry for automated client centered services if not the lowest when you factor in, that our platform is the Next-generation in automated client self-service, combined with active asset management and investment advisory services.

We refer to this as Automation Meets Intuition and Expertise from Humans!

Accounts starting with a very low intial investment of $250.00 will benefit from The Next-generation in automated client self-service, combined with active money management of 6 different customized and diversified actively managed risk based ETF’s that you get to select from by using your customized Investor Metric Number™ powered by our proprietary behavioral finance Investor Metric Questionnaire™, built on the Nobel Prize winning portfolio construction of Modern Portfolio.  In addition, if you desire you will have access to the intuition and expertise of a human not a Robot, who is an Independent Registered Investment Adviser at NO extra cost.

For example: account(s) with: $2,500k in assets – will be on boarded for 0.90% basis points or $22.50 dollars per year, $1.88 per month or 0.06 cents daily, which is less than a cup of coffee.  This doesn’t require you to make monthly automated deposits it is straight forward.  In addition, after your account(s) grow beyond $49,999 the fees are reduced and continues to be reduced on a tiered basis and we focus on reducing your fee down to just 0.38% basis points per year when your account is over $500,000 & up.  A full breakdown of fees is listed below.

Cyborg-Advisors™, The Next-generation in automated client self-service, combined with active asset management and Independent Registered Investment Advisory Services – (should you desire help from a human not a Robot)

Assets Under Management Advisor Fee (Max 0.90%)
0-$49,9999 .90%
$50,000 - $99,999 .58%
$100,000 - $249,999 .47%
$250,000 - $499,999 .41%
$500,000 & up . 38%

If you withdraw all your money before the end of the month you are charged a prorated fee only for the days your money was managed by Cyborg-Advisors™.  

Your money is invested in a fully diversified index-fund portfolio. Each of these ETFs within our portfolios are screen to be amongst the industry’s lowest based Net Expense Ratio using Morningstar Category Ranking, which you would pay no matter where you purchased these funds. Rest assured that Cyborg-Advisors™ and our entire team works hard to offer funds with some of the lowest fees in the industry especially when you consider the fact that you are not getting a Robot, you are getting The Next-generation in cutting technology that powers our automated client self-service platform, which is combined with active management and Independent Registered Investment Advisory Services (if you desire help from a human not a Robot.)

Additional fees: Our Custodian Interactive Brokers is where all of clients brokerage assets are held – is required to charge commission/fees and transaction fees. These fees are amongst the industry’s lowest:

For detail fixed commission/fee transaction cost by country and size please click on the country image below.

Disclosures

  1. IB’s Tiered commission models are not intended to be a direct pass-through of exchange and third-party fees and rebates. Costs passed on to clients in IB’s Tiered commission schedule may be greater than the costs paid by IB to the relevant exchange, regulator, clearinghouse or third party. For example, IB may receive volume discounts that are not passed on to clients. Likewise, rebates passed on to clients by IB may be less than the rebates IB receives from the relevant market. For example, IB may receive enhanced rebate payments for exceeding volume thresholds on particular markets, but typically will not pass these enhancements directly to clients.
  2. Rates were obtained on February 10, 2017 from each firm’s website. Some of the firms listed may have additional fees and some firms may reduce or waive commissions or fees, depending on account activity or total account value. Supporting documentation for any claims and statistical information will be provided upon request.
  3. Low Cost Rated by Barron’s 15 Years Straight – Low cost broker 2002 through 2016 according to Barron’s online broker review. 2002 – 5 Stars, 2003 – 4.9 Stars, 2004 – 5 Stars, 2005 – 5 Stars, 2006 – 5 Stars, 2007 – 4.8 Stars, 2008 – 4.5 Stars, 2009 – 4.5 Stars, 2010 – 4.2 stars, 2011 – 4.5 stars, 2012 – 4.3 stars, 2013 – 4.5 stars, 2014 – 4.5 stars, 2015 – 4.5 stars, 2016 – 4.5 stars. Interactive Brokers earned a 4.5 star ranking in the March 21, 2016 Barron’s Annual Best Online Brokers – “Online Investors’ No. 1 Fear? Mobile Security“. Criteria included Trade Experience and Technology, Usability, Mobile, Range of Offerings, Research Amenities, Portfolio Analysis & Report, Customer Service & Education, and Costs. Barron’s is a registered trademark of Dow Jones & Co. Inc.


We are the first firm to offer a customize private wealth management solution in an automated client centered platform with a minimum account size of $25,000, normally available to investors with assets of $250,000K or greater. Our Private Wealth Management program is for the “Mass Affluent” investors (Main Street) and not just for accredited investors through traditional Wall Street firms.  To bring this to market we have partnered with Milwaukee Institutional Asset Management a division of Global Value Investment Corp’s as our sub-advisor to build customize portfolios guided by value-oriented investment principles.

What Does Our Cyborg-Advisors™ Customize Private Wealth Management Solution Cost?

FLAT & SIMPLE FEE STRUCTURE - Aggregate Clients Assets Under Management Annual Fee (paid quarterly in arrears)
$0 - $25,000,000 .95%
$25,000,001 above Negotiable
NO Trade fees
NO Transfer fees
NO Commissions
NO Transaction Fees
The above fee structure is only available with our Customize Private Wealth Management Solutions.