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Fees at WealthFactor

For its investment related services WealthFactor charges an annualized fee of 0.35% of the assets it manages. While we don't operate with a minimum account size we do employ a minimum annual fee which we intend to increase as the number of clients we have grow so that we can ensure the high touch direct access to senior investment and financial professionals that differentiates our business from the online only and call center advisers.