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SpeciFi
in Investment Advisors from Citizens Bank
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SpeciFi

Unaffiliated
in Investment Advisors from Citizens Bank
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Highlights
Minimum Initial Investment $2,000
Management Fee 0.50%

SpeciFi Review

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Feature Breakdown

Account Termination Fee $0
Fee Based
Investment Expense Ratios 0.07% - 0.15%
Management Fee 0.50%
Minimum Initial Investment $2,000
Accounts Supported
  • Individual Non-Retirement Accounts
  • Roth IRA
  • Traditional IRA
  • Rollover IRA
Investment Choices
  • Bonds
  • Real Estate
  • ETFs
Investment Features
  • Daily Tax-loss Harvesting
  • Automatic Rebalancing
  • SEC Registered
  • Registered Investment Advisor
  • Access to human advisors

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