Robinhood Strategies provides investment advisory services to our US clients of any level of wealth. The experienced investment team offers a portfolio tailored to your personal financial goals, time horizon, and risk tolerance.

Robinhood Strategies includes the following key features:

• Investing approach (including tax aware investing)
• Charts on your Investing page (including attribution of returns)
• Future projection
• Insights from the team

The annual management fee is 0.25% of the assets under management, which you can think of as $2.50 for every $1,000 invested, per year. Robinhood Gold members ($5 monthly subscription) only pay management fees on $100,000 of assets in their account. This means for every dollar over $100,000, the management fee is 0%. To learn about the management fees and answers to other frequently asked questions, check out the Robinhood Strategies FAQ.

The Robinhood Strategies investment team is a group of hopeful yet skeptical investment professionals. With over 50 years of collective investment experience, working with both institutional and high net worth clients, their expertise was developed during all the bull and bear markets since 2000. The team takes a comprehensive approach to investing, combining unbiased proprietary quantitative analysis, paired with robust qualitative oversight. The team will actively manage your portfolio, while considering changing market conditions. Transparency is important to us, so explanations of notable market moves and portfolio updates will be shared on a regular basis directly on your account dashboard.

The portfolios designed by the team include a diversified mix of exchange traded funds (ETFs) and individual stocks that match up to your goals. If your account is less than $500, it’ll only include a mix of ETFs.

Each tailored portfolio starts with an overall allocation of equities and bonds based on what we know about you. The investment team then allocates within these asset classes based on your stated preferences and current market opportunities.

Your portfolio will be reviewed regularly and adjusted to reflect changing market conditions as needed. For more details, review our approach to investing.

1. Before you can open a new, separate account managed by Robinhood Strategies, you’ll need to already have an individual account with Robinhood Financial with no restrictions. And for a limited time, a Robinhood Gold membership ($5/month) is required.
2. In the app, select Account (person icon) → Add account
3. Select the applicable account type, either Individual or Retirement. If you selected Retirement, choose either Traditional IRA or Roth IRA
4. Select Managed by Robinhood Strategies
5. Complete a short questionnaire to share information about you, including your goals, risk tolerance, and timeline
6. Review the proposed diversified portfolio. Keep in mind, you can make changes to your answers as needed anytime, if and when your goals and preferences change, which may adjust your portfolio
7. When prompted, you can fund your managed account through an internal asset transfer (in-kind assets only for individual taxable accounts), an ACH deposit, or an external account transfer.

• The minimum investment is $50
• For accounts with $500 or more, your portfolio includes a mix of individual stocks and ETFs

All investments involve risk and loss of principal is possible. Keep in mind that while diversification may help spread risk it does not assure a profit, or protect against loss.

For additional information, including about fees and expenses, risks, and conflicts of interest, review the Robinhood Strategies Form ADV Part 2A and Form CRS.

Robinhood Asset Management, LLC (“Robinhood Strategies”) is an SEC-registered investment advisor. Robinhood Financial LLC (member SIPC) is a registered broker dealer. Robinhood Securities LLC (member SIPC) provides clearing services.

Robinhood Gold is a subscription-based membership program of premium services offered through Robinhood Gold, LLC. For details, refer to What’s Robinhood Gold.