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
These types of service providers almost always rely on cookie cutter model portfolios to achieve their cost efficiencies.
- 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 clients
-
Personalized investing
These types of service providers almost always rely on cookie cutter model portfolios to maximize the profits across their layers of management.
- Personalized planning
-
Access to wealth experts
More often than not these businesses are built around a financial advisor. The most successful financial advisors are great at sales and building trust. These skills don’t always translate into the needed wealth-related subject matter expertise.
- Good for complex situations
