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

 

N

Investment Advisory

N

Quarterly Meetings

N

Dedicated Advisor

0.50% /yr

Third Party Manager

 

N

Guided Investments

N

Account Opening

N

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. 

Digital Onboarding

Turn onboarding into an engaging competitive advantage. Opening new accounts isn't always easy. We just make it seem that way.

Managing & Rebalancing

Manage more accounts in less time using a scalable, personalized approach that is unique to this firm only.

Client Portal

Keep your clients informed from a whole new perspective with a modern and easy to use portal that is engaging.

Growth Tools

A variety of simple tools to help you capture, connect and report on opportunities.

Contact Management

Together we can enhance your ability to provide customized service at scale.

Platform Pricing

Find the pricing plan that fits your budget. If you have a unique idea or situation let us know.

Firm History

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.