Qapital Invest provides automated investment services through its mobile app. It creates individualized portfolios based on clients' risk tolerance and investment goals, using algorithms to select asset classes and exchange-traded funds (ETFs). Clients answer questions about their financial situation, and the algorithms determine a suitable portfolio. Qapital offers different advisory programs, including Qapital Invest Complete, Qapital Invest Premier, and Wedbush Next powered by Qapital.
Assets Under Management$42M
Clients30,166
Advisors1
Avg. per Client$1.4K
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
This fee schedule applies to Wedbush Next accounts only. Qapital Complete and Premier accounts are charged a monthly subscription fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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