![]() ![]() Do you know what that would cost them to do so even with a discount broker? If someone likes tech stocks, an advisor can make for example "Jim's Tech portfolio", or if one wants to invest in Tech companies with a low price to free cash flow ratio and run only by woman CEO's that can be done as well.įolio Institutional is going to change the world of investing. So clients can invest in 100's of companies at the same time, pay zero commissions and get maximum diversification. 80 basis points with no loads or 12b-1 fees. 50 and the total fee to the Client would amount to. 30 basis points fee and whatever they pay their own Advisors, the commissions are always free, so an Advisor could charge. 30 basis points to Folio Institutional to invest in Advisor created Model Portfolios (individuals can not invest in managed portfolios on their own, but are required that one have an Advisor to invest in them). ![]() Because of their amazing technology, Advisors can house an unlimited number of Model Portfolios for free on their site and make them available to clients, or allow other Advisors, Hedge Funds, Foundations, Endowments and Pension advisors to pay them a fee to subscribe to them. The future landscape of investing is going to change quite considerably in the next decade as there is a company out there called Folio Institutional that is running the most unique business model I have ever seen in the world of financial services.įor Investment Advisors: For Advised Clients: You need to go back to 1928 with the introduction of the first mutual funds to find something so revolutionary. ![]()
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