CLS AutoPilot
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Updated: March 5, 2019
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Short Description
Low cost and low account minimum automated portfolio management with licensed fiduciary advisor guidance
Listing Information
Posted On:November 5, 2018
Posted By:
Location: Kerfoot Wealth Management LLC 10161 Park Run Dr., Suite 150 Las Vegas 89145 United States »
AutoPilot combines Riskalyze software to quantitatively pinpoint your risk tolerance and CLS investment management to build and manage your portfolio. Manager Fee: 0.25% Advisor Fee: 0.25% Total Annual Fee: 0.50% Recommended Minimum: $10,000 Offered through Kerfoot Wealth Management LLC DBA ETF Management Consultants Disclosure Brochure ADV Part 2A & 2B and Privacy Policy located at: WealthCare Connect may receive compensation from this provider for purchases you make through the above link.