Frequently Asked Questions
What is a portfolio?
A portfolio is a collection of financial investments like stocks, bonds, commodities, cash and cash equivalents, including a variety of mutual funds and exchange traded funds (ETFs).
How does Allocraft work?
Based on your responses to our questionnaire, we will invest your assets in a portfolio optimized to meet your goals. This portfolio will continually be refreshed based on new insights by our investment committee and consultants at BlackRock.
How does pricing work?
At Allocraft, we only charge fees on your invested balance. The fee we charge is 0.25% per year on your invested balance.
What investments do you offer?
Our models are composed of a variety of funds that offer the appropriate diversification for a range of expected returns and risk tolerances.
What should I expect in terms of return?
How do I deposit money?
You can deposit money by:
- Transferring investments from another provider.
- Linking bank accounts to make deposits.
How do I take out money?
Upon receiving notification from you, we will advise you of the tax consequences of any sale and then execute the most tax-efficient sale of assets; we will then transfer the proceeds to a preauthorized account.
Any other questions?
CONTACT US TO GET YOUR ANSWERS