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Last Updated: 04/18/2025

meetinvest Investment Advisor

in Investment Advisors from meetinvest

Last Updated: 04/18/2025

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Highlights

Minimum Initial Investment

N/A

Management Fee

N/A

meetinvest Investment Advisor Review

meetinvest is founded in 2014 and based in Baar/Zug, Switzerland, .

meetinvest Pros & Cons

The Good

The Bad

Broad selection of account types.
Competitive investment expense ratios.
No minimum amount to open an account.

Does not offer low-cost ETFs.
Does not give access to human finance advisors.
Tax-loss harvesting not available.
Limited investment options.

meetinvest FAQ

What fees does meetinvest charge?

meetinvest Investment Advisor Fees

Description

Monthly Service Fee

What management fees does meetinvest charge?

Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of meetinvest?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.

meetinvest does not charge fees based on an investment expense ratio.

What type of investment accounts and asset classes does meetinvest support?

meetinvest offers the following types of assets and account types.

Accounts Supported

Supported Options

Unsupported Options

Individual Non-Retirement Accounts
Joint Non-Retirement Accounts
Roth IRA
Traditional IRA
Rollover IRA
SEP IRA
529 College Savings Plans

Trusts
Employer Sponsored Plans
Custodial Accounts

meetinvest does not offer any of the investment vehicles that we track.

What is the minimum amount you have to invest to open an account with meetinvest?

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SuperMoney Net Recommendation Score

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-1000+100

No one recommends

Everyone recommends

The recommendation score reflects customer satisfaction with a provider. A score of +100 means every customer recommends the provider, while -100 means none of them do. These scores are based entirely on community member votes and are not influenced by partner compensation. SuperMoney removes fake reviews when detected.