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Is your financial advisor worth the fees?1-10 Employees
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Is your financial advisor worth the fees?
GMA’s free “90-day snapshot” service draws users and familiarizes them with our unique portfolio analysis tools. Clients will be asked to subscribe to our patent-pending portfolio monitoring service. The portfolio monitoring service will provides updates with detailed portfolio analysis tools that re modified to be easily understood by the investing public. It will alert clients of adverse performance or investment activities. Portfolio monitoring will also be marketed as a white-label service to digital financial service firms such as credit monitoring. Clients of the monthly portfolio monitoring service will have access to GMA RIA Introduction Services which identifies superior advisors. When a client moves their asset to a GMA selected advisor, GMA RIA Introduction Services will receive a portion of the annual advisory fee charged. These portfolios will be monitored for performance consistency or risk losing their status with GMA RIA Introduction Services.
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Keme Ndukwe
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Norman Pappous
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Founder GradeMyAvdisor.com • Worked at @Merrill Lynch, @UBS • Studied at @Illinois Institute of Technology, @DePaul University
Total raised

$450K

Funded over

1 round

Latest round

Seed (May 2013)

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