ROBO ADVISOR, INC.

Overview

Robo Advisor, Inc. is a small corporate advisory firm that combines broker-dealer and insurance brokerage activity with advisory services focused on financial planning and portfolio management for individuals and small businesses. Registered with regulators since 2011 and owned by an individual, the firm uses a flexible fee model — charging a percentage of AUM in addition to hourly, fixed and other fee arrangements — which lets advisors tailor billing to client needs. Investment behavior is oriented toward conventional pooled products for core exposure (mutual funds, corporate debt, annuities) while also accessing private-market and growth-oriented strategies through third-party managers. The firm does not position itself as an ESG investor and it does not identify as a multi-state adviser or a capital allocator. Its advisory scope is aimed at individual and small-business clientele rather than institutional pension or related-adviser mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices