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8figures

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dover, DE

Additional Information

8FIGURES AI Investment Advisor is an iPhone app that provides AI-driven portfolio tracking, net worth management, and investment insights across multiple asset classes including stocks, ETFs, bonds, crypto, real estate, and startups.

UK Financial Conduct Authority regulated (Firm Reference Number: 903108)Authorized to provide Account Information Services

Specializes in

Multi-asset class portfolio trackingIRR calculations for complex positionsPrivate market investmentsGlobal currency and stock exchange supportMortgage and debt analysis

Services

AI investment insights and portfolio analysisPortfolio and net worth trackingMulti-account aggregation (banks, brokers, crypto wallets)Risk analysis and asset allocation recommendationsDividend trackingBond metrics tracking (YTM, duration, maturity, coupons)IRR and ROI calculationsDiversification analysisAI news summaries and alertsRebalancing suggestions+1 more

Languages: English

Additional information extracted from the firm's public website. Last updated: August 8, 2026

Contact Information

Phone: 4158897717

Website: https://apps.apple.com/app/8figures/id1667632878

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Frequently Asked Questions

How much does a financial advisor cost in dover?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.