Wealthface LLC offers investment advice to individuals and high-net-worth individuals, using its own software and an investment team to provide an automated online service. Wealthface tailors its advice to each client's financial situation, investment goals, and risk tolerance, as outlined in their advisory agreement. Wealthface invests in globally diversified portfolios of low-cost exchange-traded funds (ETFs).
Assets Under Management$2.9M
Clients23
AdvisorsN/A
Avg. per Client$130K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Wealthface offers multiple service plans with different fee percentages: High Net Worth Full Service Plan: 0.65%, Full Digital Service Plan: 0.50%, Institutional Partnerships Plan for Individuals: 0.20%. The highest fee percentage of 0.75% is used.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.