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Upgrade Your Money

world-class investment advice for a low, flat fee

Upgrade
Your Money

world-class investment advice
for a low, flat fee

Join Bitsy Advisor for $99/month

The smarter way to protect, grow & enjoy your hard-earned money

We blend the stability of tradition with the benefits of modern convenience 

Fully Secure

We use trusted custodians; your money is always safe & accessible by you, at anytime

Transparent

Never question again what you actually pay for service or what you get in return

Simple

We simplify everything so that you can be in the know without much effort

Join Bitsy Advisor
for $99/month

The smarter way to protect, grow & enjoy your hard-earned money

We blend the stability of tradition with the benefits of modern convenience

Fully Secure

We use trusted custodians; your money is always safe & accessible by you, at anytime

Transparent

Never question again what you actually pay for service or what you get in return

Simple

We simplify everything so that you can be in the know without much effort

Built to Perform

After joining our service, members drastically improve
their lives in the following ways

MORE RETURN

Members earn 4% more than traditional advisors in annual investment returns¹

LOWER FEES

Compared to traditional advisors, members pay $2,500 less in annual fees

USER EXPERIENCE

Members gain from an easy, fully compliant advisory relationship

MORE ADVENTURE

Our members have more financial freedom to dream bigger & do more living

PEACE OF MIND

Members rest easier with a best-in-class service working for them

¹Based on our analyst’s 15 year actual track record of returns.  Traditional advisors earn on average between 6-8% annually, in investment returns.  Future returns or experience are NEVER guaranteed.

Built to Perform

After joining our service,
members drastically improve
their lives in the following ways

MORE RETURN

Members earn 4% more than traditional advisors in annual investment returns¹

LOWER FEES

Compared to traditional advisors, members pay $2,500 less in annual fees

USER EXPERIENCE

Members gain from an easy, fully compliant advisory relationship

MORE ADVENTURE

Our members have more financial freedom to dream bigger & do more living

PEACE OF MIND

Members rest easier with a best-in-class service working for them

¹Based on our analyst’s 15 year actual track record of returns.  Traditional advisors earn on average between 6-8% annually, in investment returns.  Future returns or experience are NEVER guaranteed.

What are you actually paying for Investment Advice?

What are you actually getting in Investment Returns?

Most people don’t ‘exactly’ know.

Ready for Simple?

R

Moving your money usually means headache & hours of paperwork. Good news: we work well with all custodians below, so keep your money where it is, if you’d like.  Even better, our setup process only takes about 5 minutes!

No headaches, no hassle, no-brainer.

Ready for Better?

Thriving financially should be empowering. Yet traditional financial advising models are built upon percentages, so simply having more, means having to pay more. That’s not right, so Bitsy Advisor is changing the rules.

The more you have, the more you keep.

Ready for Better?

Thriving financially should be empowering. Yet traditional financial advising models are built upon percentages, so simply having more, means having to pay more. That’s not right, so Bitsy Advisor is changing the rules.

The more you have,
the more you keep.

Ready for Simple?

R

Moving your money usually means headache & hours of paperwork. Good news: we work well with all custodians below, so keep your money where it is, if you’d like.  Even better, our setup process only takes about 5 minutes!

No headaches,
no hassle, no-brainer.

Bitsy Advisor in the Press

A few perks of Membership

Fee Transparency

U

Most people have no clue what they actually pay their advisor, because actual cost is usually well-hidden.  Not with us.

On-Demand Access

Time is money; and your time is way too valuable to be wasted in an hour-long meeting, just to get what we can give you in minutes.

Better Future

Investment advisors have sold the percentage advisory fee as “fair”; It’s called job security.  Well, we’re changing the status quo.

Fee Transparency

U

Most people have no clue what they actually pay their advisor, because actual cost is usually well-hidden.  Not with us.

On-Demand Access

Time is money; and your time is way too valuable to be wasted in an hour-long meeting, just to get what we can give you in minutes.

Better Future

Investment advisors have sold the percentage advisory fee as “fair”; It’s called job security.  Well, we’re changing the status quo.

Grow Bigger, Live Better


We deliver world-class financial guidance for a low, flat fee

Grow Bigger, Live Better


We deliver world-class financial
guidance for a low, flat fee

February 17, 2019

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