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 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 advisors
- Personalized investing
- Personalized planning
- Good for complex situations
- Access to wealth experts
