Wealth Apple services can be low or high touch. In either case, we're here to educate and support you as you make investment decisions.
Benefit from a Wealth Apple automated investment portfolio and see your fees cut in half, if not more.
Contact us @ service@wealthapple.com and we can start the conversation.
Services
Our low fee schedule (among the lowest in the market) is straightforward and visible.
Compare Wealth Apple's fees against a typical mutual fund. The small difference will make a big impact on your investment.
Our advice is accessible and impartial.
You will never pay more than what you expect for reliable financial advice.
The average worker today will hold 10 jobs in his or her lifetime. A Millennial will have 12 to 15. Potentially, you have a couple of 401-Ks with a former employer that haven't rolled over, yet are getting hit with high fees.
Use our free Rollover Concierge service, and preserve more of your retirement money in a Wealth Apple portfolio.
Read some common questions and answers related to index funds, robo advising, passive investing and the Wealth Apple approach.
Pricing
Yet, you will receive the same level of service, security and convenience that you would expect from a trusted investment partner.
Advice
Some firms leave it all up to you, so you sink or swim. Others charge exorbitant fees with required minimum assets of $500,000 or more.
Wealth Apple Financial Advisors work for you with no set minimums, at half the fee of traditional advisors.
Your advisor will identify your investment goals and map out a realistic plan for investing. And, along the way, will help you understand how your money is invested - explaining the index funds that best suit your appetite for risk and reward.
Depending on the level of service you select at Wealth Apple, you can even have a dedicated Financial Advisor as your sole point of contact, someone you can e-mail, Skype, Facetime, or video conference. Or, simply call or visit.
Let's compare and contrast Wealth Apple's Complete Investment account against traditional advisory firms:
401(k) Take-Over
Changing jobs creates a long list of subsequent changes. We can help smooth out an important one - your old 401(k) or job related retirement account.
Contact us and we’ll help put your mind at ease.
Service@wealthapple.com and we will promptly reply.
FAQ
Here is a selection of questions and answers to help inform you further on Wealth Apple's services and approach.
Do I need to open an account with Wealth Apple, or can I use my existing brokerage account?
You will need to open a Wealth Apple account. In order for us to properly monitor your portfolio, we need access to it. Our system is hosted by TD Ameritrade (Wealth Apple's custodian), and even if you have an existing brokerage account with them, you will need a separate Wealth Apple account.
Since my portfolio is hosted by TD Ameritrade, do I pay TD Ameritrade any fees for hosting my portfolio?
You don't pay any hosting fees. However, there are other fees that TD Ameritrade charges that you may see. Good news is that through our relationship with TD Ameritrade, many Exchange Traded Funds which make up a portfolio are traded with zero commissions, saving you money. There are other fees which are not common, such as returned check fees. Ask us and we can send you the full list.
Can you tell me what specific index or exchange traded funds (ETFs) are in my portfolio?
Yes, and you will have direct sign-in access to view your portfolio anytime through our website.
Can't I just invest in index funds directly myself?
Yes, you can. Today, online brokerages offer a plethora of funds: mutual funds, index funds, exchange traded funds. But consider this: the S&P Dow Jones alone has over 1 million indices. And there are approximately 1,600 exchanges traded funds available in the US.
This is why using a provider to help sift through all the options and design a balanced and diversified index-based portfolio is helpful, if not essential. As importantly, we are constantly monitoring your portfolio every minute, allowing you to focus on other things.
