Wealth2B, operating as a robo-advisor, provides investment advisory services exclusively through its online platform. It offers automated, low-risk options like FDIC Bank Sweep and U.S. Treasuries, a diversified ETF strategy (Global Portfolio), and sector-specific investments (Thematic Investment). Wealth2B customizes services based on a client's risk tolerance, determined through an online questionnaire. The platform continuously monitors and adjusts portfolios, providing automated recommendations. Wealth2B does not offer financial planning.
Fee Structure
Wealth2B charges a percentage of your portfolio annually, ranging from 0.4% to 2%, depending on the investment service you choose. This fee is calculated daily based on your account's value and collected monthly. Wealth2B does not charge fees in advance. Partners may cover all or part of the management costs for their clients, allowing them to pay a reduced fee or no fee.