Stackwell offers automated investment management through model portfolios of ETFs, and also provides general financial education and analysis. Clients complete a questionnaire to determine their risk profile and are then recommended a model portfolio. Stackwell does not provide personalized advice outside of the platform. Clients can contact Stackwell's customer support team via email for technical questions and service issues.
Assets Under Management$2M
Clients2,688
AdvisorsN/A
Avg. per Client$740
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Stackwell charges a flat monthly fee of up to $5 per account, regardless of the account's value. Clients must maintain a balance of $10 or more. If the balance falls below $10, Stackwell will liquidate the account and remove it from the investment program.
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