Wealth More Enterprise offers investment advisory services through a mobile app, providing access to financial advice from advisors via chat, direct message, or video conference. Wealth More uses software to determine risk tolerance and recommends model portfolios. Clients can choose to accept the recommendation or select a different model. Wealth More manages accounts on a discretionary basis, rebalancing portfolios to maintain target allocations. The firm offers different levels of advisory services, including the Invest+ Plan and the Premium Advice+ Plan.
Fee Structure
Wealth More offers investment management through a wrap fee program.
For the Invest+ Plan, Wealth More charges a monthly fee of $25 (or $300 annually).
For the Premium+ Plan, Wealth More charges a monthly fee of $125. A minimum investment balance of $30,000 is required to maintain the Premium Advice+ Plan.