WealthyX is a registered investment advisor that offers investment advisory services through a wrap fee program. Clients access an automated platform via SaveDay's website, where they complete a questionnaire to determine their risk tolerance and financial goals. Based on this information, WealthyX provides a curated selection of ETF portfolios. WealthyX monitors and rebalances these portfolios. Clients can choose a different portfolio than the one recommended or place restrictions on their portfolios. WealthyX does not provide financial planning or tax advice.
Assets Under Management$69M
Clients2,416
AdvisorsN/A
Avg. per Client$28K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees are calculated daily at a rate of up to 0.90% divided by 365. SaveDay may also charge Clients fees in addition to the wrap fee charged by and paid to WealthyX.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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