Bunker

SEC-regulated
Registered investment advisor
SmartAdvisor LLC, operating as "BUNKER," is a registered investment adviser established in March 2025, based in San Francisco, CA. The firm specializes in online wealth management services, offering algorithm-based portfolio management advice without human financial planners. BUNKER manages portfolios of Exchange Traded Funds (ETFs) based on client risk profiles, utilizing proprietary algorithms and Modern Portfolio Theory methodologies. Clients' investments are diversified among asset classes within these portfolios. The firm charges fees based on a percentage of assets under management, ranging from 0.50% to 1.50% annually for accounts above $8,000, with a unique $10 monthly fee for accounts below $8,000. BUNKER's investment strategy focuses on passive investing and long-term compounding, recommending well-diversified ETF portfolios tailored to individual needs. Clients have investment discretion but can opt for automatic rebalancing. BUNKER does not charge performance-based fees and does not vote on client securities. The firm does not maintain custody of client funds or securities and does not provide proxy voting services. BUNKER's financial information indicates no prepayment of fees, financial commitments impairing client obligations, or bankruptcy history.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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