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 services?

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 0.65% of the assets it manages up to $1,000,000 and 0.35% thereafter. Learn more about our services.