You built your wealth, preserve it.

 

Why WealthFactor?

Online/Phone/Retail Branch Services

Vanguard, Schwab, Betterment, WealthFront, Personal Capital, Robinhood
  • Fees: Many 0.50% or less
  • Technology built for clients
  • Personalized investing
  • Personalized planning
  • Access to wealth experts
  • Good for complex situations
WealthFactor
WealthFactor is a digital wealth services company designed for you.
  • Fees: 0.35% up to $10m 0.10% after
  • Technology built for clients
  • Personalized investing
  • Personalized planning
  • Access to wealth experts
  • Good for complex situations

Traditional Wealth Management

Morgan Stanley, UBS, JP Morgan, Wells Fargo, Fisher Investments, +1,000s of others
  • Overpay: Median of 1%
  • Technology built for clients
  • Personalized investing
  • Personalized planning
  • Access to wealth experts
  • Good for complex situations

Use these tools to get started.

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WF-RiskScore-Structure-F1
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