Round Investments now has a 5% bonus for your first month in return. Plus, you’ll also receive no more than a 25% bonus with your monthly dollar return for every person you’ve referred. Here are some other referral bonuses here.
Established in 2016, Round Investments will link investors with personalized portfolio allocations with management institutes. This is a robo-advisor service to keep an eye on investments. However, Round doesn’t just employ algorithms, they have actual people running it as well. All for a lower price than what you would normally have to pay for a personal financial adviser.
Check out other automated investment choices such as: Betterment, Fundrise, & Wealthfront.
Read more below for more information on Round Investment and their recent bonuses.
Round Investments $20 – $100 Sign Up Bonus
When you create a Round Investment account and fund it between $500-$9,999.99 using our referral link, you’ll receive a $20 welcome bonus. If you fund with $10,000 or more, you’ll receive a $100 bonus instead.
Please note that this offer is only valid for new individual investment accounts with Round Investments.
(Visit for More)
$20 – $100 Bonus Referral
- Go to the Rewards section in the menu
- Share your unique referral link with a friend
- They sign up and fund an account
- You both get a $20 bonus.
- If your friend deposits $10,000 or more, you both get $100 instead
- The annual maximum aggregate Referral Bonus is $500.
How Round Investment Works
Round comes with a special combination of advice and algorithm that isn’t comparable with other basic investing guidance platforms. It will assist you in making portfolio allocations that match you and your own financial standing, goals, and timeline.
This is how it will work:
- Fill out your personal information, current financial situation, future objectives, and your risk tolerance.
- Round will then make a portfolio that shows your personal goals, which will help fund you later on.
- Connect your bank account and fund your Round Investment account (at least $500).
- They will automate and manage your portfolio, like investing your contributions and rebalancing when needed. In other words, they are doing most of the work for you.
For people that want control over their portfolios, keep in mind: you won’t be able to change Round’s recommendations from their website or app. You will have to email Round to let them know about this.
Round Pricing
The pricing for Round falls between traditional robo-advisors (0.25% – 0.50%) and personal financial advisors (1.00%).
| 0.50% Annual Fee | Fee is Waived |
| if your return is positive | if your return is negative |
Please note that no other digital investment service that waives your fee if your account loses value. The program fee covers many things including brokerage, custodial, investment advisory services and more!
Round Fund Managers
Here are some fund managers that can help you with your Round Investment portfolio:
| Fund Manager | Notable Asset Classes & Strategies |
| Guggenheim Partners | CLOs, Aircraft ABS, Whole-Business ABS, High-Yield Bonds |
| DoubleLine | Agency MBS, Non-Agency MBS, CMBS |
| Highland Capital Management | Private Equity, Leveraged Loans, Distressed Investing |
| Gabelli Funds | Merger Arbitrage Strategy, Value Stocks, Growth Stocks |
| PIMCO | Government Bonds, Investment-Grade Corporate Bonds |
| Brookfield | Real Estate, Infrastructure |
| Cohen & Steers | Real Estate, MLPs |
| Aberdeen Standard Investments | Emerging Market Stocks |
 |
 |
Conclusion
Overall, Round Investment is a great combination of two different financial advisers. Their prices are cheaper for a personal financial advisor when you compare it to a traditional service. Lastly, you won’t have to do much work for your portfolio to be put together.
