Wallace Finance Co. operates a mobile app that helps individuals structure and purchase securities. Users can modify stock indexes and ETFs or create their own custom indexes. Wallace also has an AI tool to help facilitate modified direct indexing, but it doesn't provide financial advice. Wallace does not have discretionary trading authority and does not trade user accounts. Users open brokerage accounts with Alpaca Securities LLC to use the platform.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
The annual fee is 0.25% of the account value. Wallace's fee is not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...