Democratize Wealth helps individuals and high-net-worth individuals find and connect with independent, third-party financial advisors. Instead of managing investments directly, Democratize Wealth evaluates your personal profile and investment goals to recommend a suitable external advisory firm. Once a match is made, you enter into a direct advisory relationship with that third-party firm. Democratize Wealth maintains an ongoing relationship to review your progress with the third-party advisor, but does not provide direct portfolio management, specific security recommendations, or ongoing investment analysis. The firm is led by its sole founder and is compensated through a one-time flat fee paid by the client, as well as referral and solicitor fees paid by the third-party advisors over time.
Fee Structure
- Advisor selection and referral — One-time flat fee of $1 for matching you with a suitable third-party financial advisor.