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Paladin Research Report for: LearnVest

Learnvest

Paladin Transparency Index (PTI)

4.0

Data compiled from company, regulatory agency (SEC, FINRA), and third party websites. Did Not Disclose (DND) means Paladin could not find this information on the Internet. Advisory firms can submit updated information to Paladin Research. Paladin will update the OFA report if it can validate the information.

  • Type of Financial Firm: Online Financial Advisor (OFA)
  • URL: www.learnvest.com
  • Year Established: 2012
  • Headquarters Location: New York, NY
  • Most Recent Update: 8/25/15

Types of Financial Services

  • Planning advice and services

Registration & Licensing

  • SEC: 801-76617
  • CRD: 162453
  • IARD: 162453
  • Disclosures (SEC.gov): No disclosures

Contact Information

  • Email: Yes (Registration required)
  • Telephone: 888-389-3298
  • Human Contact: Yes
  • Type of Contact: Email, telephone

Minimums

  • Minimum Asset Requirement: Not applicable
  • Minimum Fee: None
  • Free Offer(s): None

Combined Fees

  • Service Initiation Fees: $299 fee to set up, then $19/month
  • Annual Fee: $228
  • Annual Third Party Fee(s): Yes
  • Examples of Third Parties: ETF's, Index Funds, Mutual Funds, Broker/Dealers

Scope of Business

  • Number of Users: 5,200 (Source: ADV; as of 5/25/15)
  • Assets (Paid): Not applicable (ADV; as of 5/25/15)
  • Assets (Free): None

Investment Services

  • Number of Portfolios: Not applicable
  • Types of Investments: Not applicable
  • Investment Managers: Not applicable

Additional Investment Services

  • Data Aggregation Services: Yes
  • Tax Loss Harvesting: Not applicable
  • Rebalancing: Not applicable
  • Account Liquidity: Not applicable
  • Investor Discretion: Not applicable

Additional Information

  • Clearing & Custody: Not applicable
  • Mobile Application: Yes

Paladin Transparency Rating (PTI)

  • 4.0

Interview

  • None

Comments

  • This planning platform does not provide investment services. (Milwaukee-based Northwestern Mutual Life Insurance Co. announced it has acquired LearnVest 3/31/15)

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