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Keep More Money

it is yours, right?

Keep More
Money

it is yours, right?

What you get with Bitsy Advisor

What you get
with Bitsy Advisor

Time-tested, simplified advice

Transparent, low, flat fees

Tailored guidance built for you

On-demand Access to our team

Hassle-free, time saving & paperless

Often average, cookie-cutter advice

More you make, More they take (fees)

Hard to find, hidden fees

Handshake based, not actual data

Time-consuming

Time-tested,
simplified advice

Transparent,
low, flat fees

Tailored guidance
built for you

On-demand Access
to our team

Hassle-free, time
saving & paperless

Often average,
cookie-cutter advice

More you make,
More they take (fees)

Hard to find,
hidden fees

Handshake based,
not actual data

Time-consuming

FAQ

Interested in learning more?

If you have questions not answered here, please get in touch with us!

What's wrong with a percentage fee for advice?

How about a simple example to explain?

You wouldn’t pay $40 for a burger while your friend only had to pay $10 for the same burger, just because you had 4x the money they had, would you?

That is a percentage fee in a nutshell: simply having more, means paying more.

Bitsy Advisor® does NOT charge a percentage fee.  What you see is what you get.

What payment options do I have?

  • Any major debit/credit card
  • Your checking account
  • Your investment account (the traditional way)

The less often you pay, the more you save.

Does Bitsy Advisor® take custody of my assets?

No, we do not.  We use trusted custodians like Fidelity, TDAmeritrade, ETrade, etc. to store, protect and invest your money.  You have full control and access at anytime this way.

How does Bitsy Advisor® affect my taxes?

IRA/401(K) accounts:  Bitsy Advisor® typically does NOT affect your taxes, nor should you need to report anything specific in regards to your use of this service.  Please consult your tax advisor for further clarification.  Bitsy Advisor® does NOT offer tax advice.

Non-IRA/401(k) accounts:  Bitsy Advisor® may affect your taxes, due to the nature of our regular portfolio rebalancing schedule.  Please consult your tax advisor for further clarification.

What's the catch?

There is ‘NO’ catch.  What you see is what you get.  We only charge subscription prices below, and our returns are actual.  Our analytical firms have put out their research 252 days/year for the last 15+ years.

We are simply an experienced asset management firm that saw a better way to do things.

Join us!

How is Bitsy Advisor® giving back?

We give at least 10%, if not more, of every dollar to a select few charities.  If you’d like a list of our benefactors or why we chose them, simply make a request and we’d love to share that with you!  We believe fully in the power of generosity and empowerment.

Can Bitsy Advisor® help with my 401(k)?

If you have a 401(k) through work for which you’d like our guidance, we are happy to help! We just need to know your plan’s available investment options.

Does Bitsy Advisor® advise on Cryptocurrency?

Yes.  Our founder has a very large investment and deep knowledge in cryptocurrency.  This is purely speculative in our opinion, very risky and thus should be considered a pure loss from the onset, until cryptocurrency is widely accepted and adopted.  Contact us for further details.

Is Bitsy Advisor® a Cryptocurrency?

NO!  Though we have a deep knowledge of the cryptocurrency space, we are in no way affiliated with any cryptocurrency, cryptocurrency exchange, or any other business primarily affiliated with or affected by (directly or indirectly) cryptocurrency.  We simply know how to advise people concerning the purchase, holding and/or selling of cryptocurrency.

What does "Weekly Bits" mean?

Our analysts send us very large reports daily.  We simply compress these data rich documents into ‘Twitter-like blurbs’, so that you can be in the know without much effort.  You can have the full report too, if you’d like.

Will the membership price(s) ever increase?

Pricing will only increase in connection with inflation. Such increase will only be made annually if applicable and with 30 days’ advance notice to every member.

Why trust Bitsy Advisor®?

We do what we say we will do. We don’t guarantee results, but we do promise to make the process as simple and fair as possible. Sign up now, and give us the  opportunity to earn even more of your trust.

How is the price for Bitsy Advisor® so low?

Unlike so many registered investment advisory firms, we don’t charge percentage fees of our clients’ assets. Instead, we rely on a loyal and expanding client base that wants solid investment advice at a fair price. We use technology to avoid unnecessary expenses that a client might ordinarily pay (like an unnecessarily lavish office space, etc.)

choose your preferences below

 

Pay from your debit card, checking account and/or your investment account. We’ll make it easy!

choose your
preferences below

Pay from your debit card, checking account and/or your investment account.  We’ll make it easy!

We’re here for you if you’d like to connect!

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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