Frequently Asked Questions
How do I get started with WealthFactor?
Are you ready to start with a free tool? Great. Begin here.
Are you ready to explore our tiered services and find a level that’s right for you?
Here’s a step-by-step process to get you started today! Get started with an account.
What fees does WealthFactor charge?
For investment-related services, WealthFactor charges an annualized fee of 0.35% of the assets it manages (no account minimum) with a minimum annual fee that is tiered based on the level of service and assets under management. Learn more about our tiered services.