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Astor

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About

Astor provides subscription-based robo-advisory services to individual and high-net-worth clients through an online platform, with no stated account minimum. The firm delivers personalized, non-discretionary investment advice and portfolio insights while custody and trade execution remain the responsibility of clients and their chosen custodians.

The investment process is AI-assisted, using automated data processing, natural language processing, fundamental and quantitative analysis, and client-provided profile and connected-account information to generate tailored recommendations within an approved universe of mutual funds, ETFs, equities, and fixed income. Recommendations, alerts, and market updates are delivered through the platform’s interfaces (including voice and chat), but Astor does not execute trades or automatically rebalance client accounts.

Astor is a recently formed, small advisory firm that reports no assets under management because it provides guidance rather than discretionary trading, and it uses flat subscription billing rather than percentage-of-AUM fees. The firm also operates structured referral and affiliate programs that compensate current clients and third-party promoters and distinguishes its service with AI-driven voice/chat advisory features and different refund handling for web versus in-app purchases.

Client services

Portfolio management

Expertise

Tax-loss harvesting Passive / index investing

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Fee options

Subscriptions

$14.99 per month for Astor Pro; $39.00 per month for Astor Max

Other

Fee-only: $14.99 per month for Astor Pro; $39.00 per month for Astor Max

Main office

San Francisco CA

Advisors at this office

2

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Also doing business as

Astor · Gaus · Gaus, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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