LoveMyBabies S.
7/3/2018
I ended up with Folio Investing because B&H folded. Seven months ago, I transferred my IRA to another company just because Folio isn't really user friendly. I called them to find out why my...
FOLIOfn, Inc.
Open
(3)
8180 Greensboro Dr
Mc Lean, VA 22102
FOLIOfn, Inc., based in McLean, VA, is a pioneering brokerage firm that has been revolutionizing online investing since 2000. They are committed to building better investors by providing a unique brokerage platform that focuses on five principles: investing in diversified portfolios, driving down costs, offering customization options, encouraging consistent investing, and providing innovative tax management tools.
FOLIOfn, Inc. offers a range of features and services, including ready-made portfolios, customizable investment options, and patented tax management tools. With their flat fee pricing model, investors can trade as much as they need, in as many accounts as they want, and with as many portfolios as they like, all for a low monthly fee. FOLIOfn, Inc. aims to empower investors to make smarter investment decisions and achieve their financial goals.
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Reviews
1.03 reviewsMike H.
7/26/2019
Folio deserves "zero" stars. Folio indiscriminately partners with a slough of "Robo Advisors." As Custodian, Folio tacks on account fees. Do yourself a favor- stay away from Robo Advisors, and...
Phil O.
6/12/2019
After being a loyal client for over a decade, this organization chose to place their profitability over customer service one too many times. Simple transactions are difficult to complete and some...
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