Investment Management

Investing should be simple, personalized and without layers.

Fees: 0.68% on assets up to $2m, 0.38% from 2-8m and 0.18% thereafter.*

Investing

Right-fit risk
Tailored portfolios based on a plan and our RiskSmart approach
Portfolio level tax management

Administration

Reporting
Coordinating with other professional services providers (ex. CPA, Estate attorney)
Custodial support

Investors deserve portfolios tailored to them and actively managed relative to their personalized tax situation.

Our services are built around technology that allows us to:

1) eliminate the advisor layer of management,

2) efficiently manage portfolios of stocks based on indices, and

3) pass these operational and trading efficiencies onto our clients in the form of lower fees for investment services.

Ready to learn more?

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. *A minimum monthly fee may apply. This fee will not exceed 0.98% of assets. Read Full Disclosures

Investment Management

Investing should be simple, personalized and without layers.

Investors deserve portfolios tailored to them and actively managed relative to their personalized tax situation.

Our services are built around technology that allows us to:

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