Robo-Advisor
Pricing
A platform subscription is required in order to access the robo-advisor. If there isn’t a pricing model below that fits your needs, please reach out to us with ideas.
1.50% /yr
Individual Management
Investment Advisory
Quarterly Meetings
Dedicated Advisor
0.50% /yr
Third Party Manager
Guided Investments
Account Opening
Complete Outsourcing
Methodology
“If it can’t be explained in a few sentences then don’t follow it. There is a fine line between being complicated and simple.”
– Warren Buffett
Why WealthDrive
WealthDrive is the first complete and comprehensive robo-advisor on the market which is affordable and easy to use. Our forward-thinking origins will continue to fuel our evolution and yours. So join a firm to take your investments to the next level!
FAQ
Frequently Asked Questions
How will I be notified of your investment signals?
Investment signals will be shown and stored on the custom client portal we provide to each client.
Are there discounts for third party management?
Yes, we do provide discounts based on the size of the relationship.
What type of accounts do you manage?
Our firm can manage any account type.
Do you offer a discount for Personal Management?
Our firm does offer a discount based on the size of the account(s) advised by our firm.
Are there any account size minimums?
No, there are no account size minimums.
Do you offer tactical or strategic style management?
Our firm offers both tactical and strategic style management strategies.