Robo-Advisor

Pricing

If there isn’t a pricing model below that fits your needs, please reach out to us with ideas.

$99/mo

Signals Only

 

N

Proprietary Signals

N

Risk Tolerance Models

N

Live Support

1.50% /yr

Personal Management

 

N

Investment Advisory

N

Quarterly Meetings

N

Dedicated Advisor

0.50% /yr

Third Party Manager

 

N

Guided Investments

N

Account Opening

N

Complete Outsourcing

Inquire About Corporate Pricing

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. 

Software

Technology that was built to increase client engagement. reduce business costs, increases productivity & drives revenue.

Marketing

Find better qualified leads, increase conversion rates, nurture prospects, and effectively engage existing clients with proven workflows.

Robo-Advisor

WealthDrive's robo-advisor is meant to help firms that don't want the expenditure of creating their own while maintaining control.

Consulting

A proven and cost effective catalyst for change in creating a plan and bringing it to life to help you individually or your organization.

Software Pricing

There are pricing schedules for both professionals vs individuals. Start today preparing for the future.

Marketing Pricing

Marketing is the life blood of any business. Put our plethora of marketing experience to the test.

Robo-Advisor Pricing

Make wealth your own. Investing isn't easy. We just make it feel that way.

Consulting Pricing

Let us help you reach your goals and objectives with our proven time-tested processes and workflows.

Firm History

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.

5 + 9 =

Lynchburg, Virginia

(800) 790 - 6882

info@wealthdrive.com