WealthMeUp Advisors offers investment advisory services through the WealthMeUp mobile app. Clients provide their financial information through a questionnaire, and WealthMeUp Advisors recommends model portfolios managed by Betterment. These portfolios include stocks, exchange-traded funds, fixed income securities, mutual funds, and cash. WealthMeUp Advisors does not provide financial, tax, or legal advice, and clients are responsible for updating their information.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.