A complete list of active advisors currently associated with Nine30 Advisors LLC
Warmer can help you find a great advisor at Nine30 Advisors LLC or one who fits your needs even better.
Nine30 Advisors LLC provides web-based, discretionary investment management to individual retail investors (including high-net-worth clients) and certain institutional clients through its mobile and web apps; the firm discloses that it does not provide advice in person, by phone, or by live chat. For eligible clients enrolled in its "Hush Club" tier, Nine30 may maintain a client-directed Cash Reserve and offer enrollment in an Alpaca FDIC Bank Sweep Program. The firm’s investment process is algorithm-driven: proprietary models generate portfolio recommendations from client-completed questionnaires and the firm implements those recommendations on a discretionary basis in custody accounts at Alpaca. Portfolios use public U.S. equities, ADRs, ETNs, and ETFs and include both diversified asset-allocation models and, for accounts of $100,000 or more, concentrated equity momentum strategies. Nine30 is distinctive among independent advisers for operating as an internet-only, algorithmic manager while explicitly disclosing and compensating for client testimonials and third‑party endorsements. It also has atypical client terms for the category, including managing accounts under $100,000 free of charge and including cash swept into the FDIC program in the asset base used to calculate advisory fees.
To learn more about the advisors currently working at Nine30 Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Johns Creek, GA
| 22
|
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