Axos Invest

Axos Invest

Axos Invest

Axos Invest

The world's first free financial advisor. Investing should be a right – not a privilege.

Member Insights

+2.18%

Asset Class Return30d

#7 Rank

In Robo Advisor30d

avatars

$88K

Avg Investment

avatars

Overview

Axos Invest Managed Portfolios takes the high fees out of investing to help you reach your financial goals. Easily create an automated investment account in minutes; no previous investing experience necessary! The less you spend on investment fees, the more money you’ll have to invest. That’s why Axos Invest charges a 0.24% annual fee compared to the 1.0% annual fee charged by many traditional advisors. When you create an Axos Invest account, they’ll recommend an investment portfolio which optimally weights your time horizon, desired amount of risk and potential return in order to determine your preferred investment strategy. Plan for both short and long-term goals with their Axos Invest milestones.

Things to Know

  • You make money on

    Value + Dividends

  • Fees

    0.24%

  • Min Investment

    $10

  • Payout frequency

    Quarterly

  • Term of investment

    Zero

  • Target Return

    7% - 10%

  • Liquidity

    Moderate

  • Open to

    All Investors

  • Mobile Application

    iOS, Android

industry

Robo Advisor

+9.8%

1Y Growth

20

Low Risk

View

Top Perks

  • Takes the high fees out of investing

  • Withdraw money from your taxable investment account at any time

  • Offer Personal Investment, Roth IRA, Traditional IRA, and SEP IRA accounts

How you make money

Stock price appreciation + dividends. For reference: according to historical records, the average annual return from the S&P Index since its inception in 1926 through 2018 is approximately 10%–11%. The average annual return since adopting 500 stocks into the index in 1957 through 2018 is roughly 8%. Adjusted for inflation, the historical average annual return is around 7%. However, it's important to note that each Robo has their own investment strategy that can influence returns.

How Axos Invest makes money

Axos Invest is the only firm to fully align its incentives with those of its clients. We purposefully designed our business model to not rely on charging fees based on the size of our clients’ accounts (otherwise known as the "assets under management" or "AUM" fee). This means we don’t earn money based on your account size, but rather for products and services that provide additional value to you.

Is it safe?

Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

  • Established

    2013

  • Country Available

    Worldwide

  • Assets Managed

    $153M

Projections

Monthly contribution

$

Compared to

Bond

Total Invested

Potential High

Potential Low

circle

Robo Advisor

$0

$00%

$00%

circle

Bond

$0

$00%

$00%

circle

Robo Advisor

Potential High

$00%

Potential Low

$00%

circle

Bond

Potential High

$00%

Potential Low

$00%

Reviews

0.0
  • 5

    0

  • 4

    0

  • 3

    0

  • 2

    0

  • 1

    0

Reviews (0)

No comments yet

Related Reads

post-img
moneyMade

mone...

78 days ago

Quantbase Review: The First SEC-Registered Robo Advisor That Lets You Copy Nancy Pelosi's Trades
post-img
moneyMade

mone...

80 days ago

Diversifying Outside of Stocks: The Most Correlated and Non-Correlated Assets

Similar Platforms

Explore Assets

Tether
Watches
Farmland
Wine
Art
Real Estate
Robo Advisor
Gold
Bitcoin
Stocks
Lending
Startups
Ethereum
DeFi
Solana
Oil & Commodities
Polkadot
Metaverse
NFTs
Whiskey
Bonds
Platinum
Sports Cards
Dogecoin
Cardano
Ripple
Silver
Music Royalties