Frequently Asked Questions

How do I get started with WealthFactor?

Sharing and getting organized is a great first step. Our free tool makes that easy. Begin here.

What fees does WealthFactor charge?

For investment-related services, WealthFactor charges an annualized fee of 0.95% of the assets it manages up to $2,000,000, 0.50% from $2-10,000,000 and 0.25% thereafter. Learn more about our services.

Frequent Terms

WealthFactor, LLC has withdrawn its registration as an investment advisor and does not currently offer any investment advisory services. All information is being shared for educational purposes only and should not be construed as an offer to buy or sell any security or service of any kind. Please consult with the proper professional services provider prior to acting on any information contained within this site.