Wealthdoor Invest is a robo-advisor that provides investment advice entirely through software, algorithms, and models. The firm creates portfolios comprised of ETFs traded on U.S. exchanges, diversifying across various ETF categories. Wealthdoor customizes portfolios based on client responses to an investor questionnaire, considering investment goals, time horizon, liquidity needs, age, income, debt, and risk tolerance. Clients can exclude certain ETFs or categories based on personal values, though this may affect investment results. Wealthdoor does not offer in-person advice or referrals to human advisors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Wealthdoor Invest charges $10 to open an account and a $10 monthly fee. For accounts with $10,000 or more, there is an additional monthly fee of 1/12th of 1% (0.0833%) of the average daily closing account value.