Wealthie Advisors provides investment management services, making investment decisions for clients without needing prior approval. The firm creates an investment plan based on the client's goals, risk tolerance, and financial situation. Wealthie Advisors constructs portfolios using individual stocks and bonds, mutual funds, exchange-traded funds (ETFs), and cash equivalents. Wealthie Advisors may provide investment advice to homeowners that have entered into an arrangement with its parent company, Wealthie, Inc.
Assets Under ManagementN/A
ClientsN/A
Advisors1
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 | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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