what we do
REAL
ESTATE
At Financeadge+ we invest heavily in the real estate sector for long-term yields. We offer REITs (Real Estate Investment Trust) to give our clients an opportunity to venture into the real estate market without the time and cost commitment of buying/ developing their own property. This ensures peace of mind to our investors.
More detailsFINANCIAL MARKETS
We pride ourselves with years of experience in the various financial markets such as stocks, bonds and commodities. We have particular interest in the foreign exchange market (Forex) due to its volatility and sheer volume. With emerging interest in cryptocurrencies, as adoption of digital assests rise.
ESG
COMPLIANCE
Being a global asset management organisation comes with important responsibilities. As an active manager, this means that integrating Environmental, Social and Governance (ESG) factors into our investment decision-making and ownership practices.
services
ASSET MANAGEMENT
At Financeadge+, Our Fund managers identify the investment options that are in line with the objectives of the fund. Investments are made in capital assets such as bonds, stocks, real estate, and so on. Adequate research is done on each asset class to match our clientele.
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RETIREMENT & IRA
We offer IRAs (individual retirement accounts) services which allow individuals to contribute pre-tax dollars to a retirement account. Our financial experts then invest these funds on a long-term basis in various securities where they grow tax-deferred until withdrawal during retirement.
GET STARTEDINVESTMENT PRODUCTS
BONDS | MUTUAL-FUNDS | STOCKS
Our highly seasoned financial experts will ascertain your risk level and prescribe the right package to suite your needs. The aforementioned financial instruments have varying potential yields over time. This portforlio features fixed-income instruments and equities. All investment products are ESG compliant.
REITs / FINANCIAL MARKETS
Our highly seasoned financial experts will ascertain your risk level and prescribe the right package to suite your needs. The above listed financial instruments have varying risk levels and potential yields. All investment products are ESG compliant.
ETF | FUTURES | REITS
Our highly seasoned financial experts will ascertain your risk level and prescribe the right package to suite your needs. The financial instruments listed above have varying potential yields over time. All investment products are ESG compliant.
REVENUE BREAKDOWN 2021
The chart shows our diverse revenue portfolio. Financial markets which accounts for majority (40%) of our portfolio includes assests invested in stocks, bonds, forex, securities, derivatives, ETFs and options.
Crypto currency with 20% are a recent addition to our portfolio in which revenues have sky-rocketed due to the global pandemic.
Real Estate investments account for 15% of our total revenue. These are derived from properties spread accross the world.
Technology and Renewable energy complete the list with 15% and 10% respectively.
Our Trusted Third Party Vendor Buy Quickly & Easily
Use your credit card, payment app, or bank account to buy Bitcoin, Bitcoin Cash, Ethereum, and other select cryptocurrencies
Best Online Broker for Beginning Investors
2023
Rated #1
Overall Broker
2023
Rated #1
Best Overall Online Broker
2022
Best Online Broker
2022
Best Online Broker
2021
$0.00 commission applies to online U.S. equity trades and exchange-traded funds (ETFs) in a Financeadge+ retail account only for Financeadge+ Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Other exclusions and conditions may apply. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Financeadge+ Institutional® are subject to different commission schedules.
‡ Margin Rates: Effective since 2/03/2023, Financeadge+ 8.50% for balances over $1,000,000. Effective since 2/3/2023, Schwab 11.075% for debit balances of $250,000 to $499,999.99. Call Schwab for rates on debit balances above $499,999.99, as its rates are not published for anything above this amount. Effective since 2/3/2023, E*Trade 11.45% for debit balances of $250,000 to $499,999.99. Call E*Trade for rates on debit balances above $499,999.99, as its rates are not published for anything above this amount; Effective since 2/3/2023, TD Ameritrade 12.00% for debit balances of $250,000 to $499,999.99. Call TD Ameritrade for rates on debit balances above $499,999.99, as its rates are not published for anything above this amount. Effective since 2/3/2023, Vanguard 9.75% for debit balances of $500,000 to $999,999.99. Call Vanguard for rates on debit balances above $999,999.99, as its ratees are not published for anything above this amount. Financeadge+'s current base margin rate is 11.575%.
† Financeadge+ now offers the Financeadge+ ZERO Total Market Index Fund (FZROX), Financeadge+ ZERO International Index Fund (FZILX), Financeadge+ ZERO Large Cap Index Fund (FNILX), and Financeadge+ ZERO Extended Market Index Fund (FZIPX) available to individual retail investors who purchase their shares through a Financeadge+ brokerage account.
1. Financeadge+ was named NerdWallet's 2023 winner for Best Online Broker for Beginning Investors, Best Online Broker for IRA Investing and Best App for Investing. Results based on evaluating 17 brokers per category. ©2017-2023 and TM, NerdWallet, Inc. All Rights Reserved.
2. StockBrokers.com 2023 Online Broker Review, January 2023: Financeadge+ was ranked No. 1 overall out of 17 online brokers evaluated in the StockBrokers.com 2023 Online Broker Review.
3. Investor's Business Daily®, January 2022: Best Online Brokers Special Report. Financeadge+ was named Best Overall Online Broker, and also first in Trade Execution Speed, Website Security, Site Performance, Research Tools, and Investment Research. Results based on having the highest Customer Experience Index within the categories composing the survey, as scored by 5,000 respondents. The survey was conducted by Investor's Business Daily's polling partner, TechnoMetrica Market Intelligence. © Investor's Business Daily, Inc. All rights reserved.
4. Investopedia, January 2022: Financeadge+ was named the #1 Overall Online Broker and Best Broker for Low Costs among 23 brokers reviewed.
5. Kiplinger’s magazine, August 2021 Online Broker Survey. Financeadge+ was ranked No. 1 overall out of nine online brokers. Results based on ratings in the following categories: Commissions and fees, Investment choices, Mobile app, Tools, Research, Advisory services and Customer service. Also named Best for Investment choices, Tools and Advisory services in the 2021 survey. From Kiplinger's Personal Finance. © 2021 The Kiplinger Washington Editors. All rights reserved. Used under license.
8.50% rate available for debit balances over $1,000,000. Financeadge+'s current base margin rate, effective since 2/3/2023, is 11.575%.
Zero account fees and minimums are available for retail brokerage accounts only. Expenses charged by investments, (e.g., funds and managed accounts, and certain HSAs) and commissions, interest charges, or other expenses for transactions may still apply. All Financeadge+ funds that previously required investment minimums of $10k or less, and in stock and bond index fund classes that previously had minimums of $100 million or less, now have zero minimums.
IMPORTANT: The projections or other information generated by Financeadge+ Retirement Score regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.