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OpenInvest

in Investment Advisors

Unaffiliated Visit Site

OpenInvest

Unaffiliated

in Investment Advisors

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Overview

Currently, OpenInvest is only available to US residents. 

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Contact

  • Headquarters
  • 235 Montgomery Street
    Suite 1120
    San Francisco, CA 94104 USA
  • Visit Site

Feature Breakdown

Fee Based
Management Fee
Starting at 0.5%
Minimum Account
$3,000
Independent/Registered Investment Advisor
Accounts Supported
  • Custodial Accounts
  • Individual Non-retirement Accounts.
  • Joint Non-retirement Accounts.
  • Rollover IRA
  • Roth IRA
  • SEP IRA
  • Traditional IRA
Tax Strategies
  • Direct Indexing
Automatic Rebalancing

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