Wealthrabbit operates as an online and mobile investment platform providing investment management services primarily through its dedicated application. The firm works with individual users and employers looking to offer retirement accounts to their employees. Users complete an online profile to establish their risk tolerance and can select from a variety of diversified model portfolios that include exchange-traded funds and individual securities across different asset classes, as well as cryptocurrency strategies. Wealthrabbit does not offer traditional financial planning or tax and legal advice, focusing instead on automated portfolio management and ongoing monitoring. Clients maintain control over their investment choices while Wealthrabbit handles the rebalancing and execution through its custodian partner. The firm was founded in 2024 and is based in Rock Hill, South Carolina.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.50% |
| $250K - $500K | 0.40% |
| $500K - $750K | 0.30% |
| $750K - $1.0M | 0.25% |
| $1M+ | 0.20% |
Fees are non-negotiable and calculated on a tiered basis.