Webull Advisors offers investment advisory services to individuals on a fully discretionary basis, meaning they make trades without asking you first. They use model portfolios provided by unaffiliated portfolio management firms, ranging from conservative to aggressive, primarily using Exchange Traded Funds (ETFs) and cash. Webull Advisors uses a Risk Tolerance Questionnaire to recommend an investment strategy aligned with your risk profile. They do not offer financial planning or other comprehensive or individualized investment advisory services.
Assets Under Management$53M
Clients28,933
Advisors7
Avg. per Client$1.8K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:$100
Investment management only (planning not offered)
Minimum Annual Fee:$1
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Annual advisory fee is the greater of 0.20% or $1, billed monthly. The Advisory Fee is non-negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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