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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. 

Advisory services are offered for a fee by WealthFactor, LCC, a registered investment advisor. Registration does not imply a certain level of skill or training. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. All visuals are illustrative only. Past performance is not a guarantee of future return. Investing involves risk. Calculations within our tools are based on information provided by the user. We recommend consulting with a financial professional before acting on any information provided by these tools. Read Full Disclosures
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