Your Investment Guardian
Investor Recourse is the first all-in-one personal finance platform dedicated to maximizing your ROI by uncovering hidden fees and investment advisor misconduct.
By using Investor Recourse you'll know exactly what's going on with your investment accounts - saving time and money.
How it Works
Tell us your goals
Answer some simple questions about your investment goals, your stage of life, and where you want to be.
We assess your investment accounts
Comparing your goals with your accounts, we ensure that your investments are working for you - not someone else.
We help you stay on track to reach your retirement goals by assessing your investments for excessive fees. We also check to see if your broker or advisor is acting appropriately.
Your investments at a glance
All of your investment accounts in one, central place.
Evaluate Your Portfolio
We aggregate all of your investment accounts in one beautiful dashboard, so you know exactly how your portfolio is doing, overall, with a simple glimpse.
Track Down Fees
Minimize fees. Maximize Returns. Paying 1% to an advisor over your life could result in 33% less money at retirement. Know your fees so you could minimize them.
Warren Buffet admitted that he had a "tough time" beating the S&P 500. Most investors may benefit from simply investing in a low-fee ETF. How about you? Find out.
Safety & Recourse
Real-time fraud monitoring and detection. If there's a problem, you'll know about it.
Bank-level Security and Anonymity
Your security is our priority. That’s why we'll use bank-level data security when launched.
Trust but Verify.
We’re not telling you not to trust your broker or advisor. We are, however, asking you to verify – check them out for yourself Here.
Access to Attorneys.
We check your investment accounts to ensure your broker or advisor is acting in your best interest. And if they’re not, we’ll connect you with an attorney who can help.