What is Openvest?
Openvest is an SEC-registered investment adviser that makes professional portfolio management accessible to everyday investors. Rather than charging percentage-based fees that increase as your portfolio grows, Openvest uses a simple flat monthly fee structure ($5–$40/month depending on account size), allowing you to keep more of your returns.
The platform removes traditional barriers to elite investing: no high minimums, no lengthy paperwork, and no long-term lockups. You start with just $1,000, choose from actively managed strategies explained in plain language, and let professionals handle the rest. Strategies are continuously adjusted based on market conditions and research, similar to how institutional investors operate.
Openvest is built on trusted infrastructure powered by Interactive Brokers with custody protection, and it's available across all U.S. regions. The service is designed for people who want their money working without turning investing into a full-time job.
How to use Openvest
- 1
Sign up and securely link your bank account in minutes
- 2
Fund your account with $1,000 or more
- 3
Choose a professionally managed strategy explained in plain language
- 4
Enable auto-invest and set alerts; strategies are managed for you
- 5
Monitor progress in one clean dashboard without daily management
Key features
Professionally managed, actively adjusted investment strategies without high minimums
Flat monthly pricing ($5–$40/month) instead of percentage-based fees that grow with your portfolio
SEC-registered investment adviser with custody through Interactive Brokers
Auto-invest and alerts with one clean dashboard for tracking and monitoring
No long-term lockups, no paperwork—cancel anytime and start with just $1,000
Use cases
- Retail investors seeking professional portfolio management without high fees or minimums
- IRA and 401(k) holders wanting active management with predictable, flat monthly costs
- People who want their money invested and growing without turning investing into a full-time job
- Investors frustrated with percentage-based fees that increase as their portfolio grows
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Frequently asked questions about Openvest
Common questions to help you decide if Openvest is right for you.