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
Expertise
Fee options
$14.99 per month for Astor Pro; $39.00 per month for Astor Max
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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